There are several claiming strategies that an ex-spouse may be able to use to help maximize their Social Security benefits and retirement income…
How Divorced Individuals Can Help Maximize Social Security Benefits Read More »
“There is a great deal of confusion about how military pay is counted for Social Security purposes. If you, or someone you love, is in the military, don’t fall prey
What You Need to Know About Military Service and Social Security Benefits Read More »
“If you have minor children at home, Social Security benefits may be available to them. Know these rules and get maximum benefits for your family.”
Social Security for Minor Children Read More »
Thank you to all who attended our webinar: “Savvy Social Security Planning – What Baby Boomers Need to Know to Maximize Retirement Income!” If you missed it, or would like
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income Date: February 21, 2018 Time: 1:00 pm-2:00 pm Location: LIVE Webinar Online Please REGISTER BELOW to
FREE Webinar 2/21/2018: What Boomers Need to Know to Maximize Retirement Income Read More »
On November 2, 2015, the Bipartisan Budget Act of 2015 was passed into law. In addition to budgetary provisions, the law closed certain “loopholes,” which changes the way married couples
Social Security Changes Under the New Rules (post-BBA 2015) Read More »
“If you, or someone you know, has lost a spouse, look into the rules and strategies for Social Security survivor benefits. By coordinating these benefits with your own retirement benefit,
Social Security for Widows Read More »
Social Security Planning Confused about your options for Social Security and Medicare? You are not alone! Some of the most frequent questions we get from those just about to retire
RockCrest Newsletter: Social Security Help for Widows and Boomers Read More »
Wow, here we are again… already in the midst of Winter holidays! Two quick items for you in this month’s post: As you probably already know, the broad stock market
From the RockCrest: tax-loss harvesting and potpourri Read More »
It’s well into Fall and a busy time for most of us as we prepare for the holidays! This month’s newsletter has a couple of fun, useful links, a couple
From the RockCrest: green thumbs, security and upgrades! Read More »
Planning in retirement isn’t just about money and it isn’t just about goals… it’s also about recognizing that unexpected things happen. Knowing what to look for, can help you spot
From the RockCrest: Watch Out for This! Read More »
Living well in retirement is just as much about your physical health, as your financial health… of course! So, being a financial planner with a background in healthcare, for this
From the RockCrest: Should you do this to live longer in retirement? Read More »