The Personal Finance CEO Podcast & Blog

Americans Lose Trillions in Social Security What if you claimed Social Security and then realized you would ratherstop benefits and get more later? Can you change your mind? Horsesmouth-What-is-Volunary-Suspension
Americans Lose Trillions in Social Security According to a recent study, retirees will collectively lose $3.4 trillionin potential income that they could spend during their retirementbecause they claimed Social Security
Why Open a my Social Security Account You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually, setting up a my Social Security
Horsesmouth How to File a Restricted Application Due to legislative changes, fewer people can take advantage of spousal Social Security  strategies. But if you qualify, they can be a major
Happy Fall! I wanted to take a moment to update all of our valued clients on some technology upgrades that you’ll notice over the next couple of months. These enhancements
How to help protect online accounts if you become incapacitated or die
Plan Ahead! BiljaST / Pixabay These days, most people use digital assets without even thinking about it – to keep in touch (think Facebook), to pay bills, manage subscriptions, store
Horsesmouth SS Working Longer Could working longer help or hurt future benefits? And, how does part-time work during retirement affect benefits? Courtany / Pixabay
Horsesmouth SS Medicare HSAs If your employer health plan is an Health Savings Account (HSA) paired with a High Deductible Health Plan (HDHP)… you may have a problem when you
Horsesmouth SS Federal Employees If you have ever worked for the federal government, it’s important to understand how Social Security could interact with FERS and CSRS federal retirement plans…
Horsesmouth SS When to Apply In today’s world, lack of company pensions, uncertain market returns and longer lifespans all make maximizing Social Security a critical part of retirement planning.  
Horsesmouth SS 3 Ways to Raise Benefit “Wondering how to help maximize your Social Security Benefits? Here are three options almost anyone can do…” nattanan23 / Pixabay  
Horsesmouth SS Planning for Couples A key benefit of Social Security for couples is survivor benefits. Not only is it important for young families, but also for many retirees. Proper