The Personal Finance CEO Podcast & Blog

Horsesmouth SS Divorce There are several claiming strategies that an ex-spouse may be able to use to help maximize their Social Security benefits and retirement income…
Horsesmouth SS Military Service “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
Horsesmouth SS for Minor Children riverwalker / Pixabay “If you have minor children at home, Social Security benefits may be available to them. Know these rules and get maximum benefits
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
Horsesmouth-2018012302141477 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
Social Security for Widows “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
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
Wow, here we are again… already in the midst of Winter holidays! rawpixel / Pixabay Two quick items for you in this month’s post: As you probably already know, the
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
skeeze / Pixabay 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
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