Social Security
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Scott Rosen14
A Larger Social Security Increase Next Year May Have Unintended Consequences!
The annual Social Security cost-of-living adjustment (COLA), announcement is just four months away. But it’s not too soon to begin…
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Erik Sussman58
What’s The Realistic Solution to Social Security’s Growing Cash Shortfall?
For many retired Americans, Social Security income is essential. Surveys spanning over two decades reveal that 80% to 90% of…
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Erik Sussman127
Discover 5 Ways to Minimize Taxes on Retirement Income
Planning for retirement? Taxes can significantly impact your financial freedom. Adjusting strategies as your income changes is key. Explore these…
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How Raising the Retirement Age Could Help or Hurt Seniors
In this issue of our monthly newsletter, we’re taking a deep dive into an issue that’s been at the forefront…
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Ryan Kemp111
What Can You Do NOW for the Social Security & Medicare Retirement Crisis Ahead?
As the clock ticks forward, the twin pillars of many Americans’ retirement plans—Social Security and Medicare—are standing on shaky ground.…
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Firmly Into 2024 – It’s Time For That Retirement Review
As February unfolds, the dust settles on the faded echoes of New Year’s resolutions. While intentions like strict diets and…
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Erik Sussman101
Discover The Surprising Truth About Social Security Benefits and Taxes
Did you know that even if you don’t work with a financial adviser, your benefits could be taxable? Many people…
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Rees Bridges105
Maximizing Your Social Security Benefits
When it comes to planning for retirement, one of the most impactful decisions you’ll make is when to start taking…
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Scott Rosen24
Claiming Social Security at the Right Time: Balancing Taxes and Benefits
Benjamin Franklin said that there are only two things in life that are certain: death and taxes. How right he…
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Rees Bridges201
The Future of Social Security Benefits is at Stake
With the uncertain future of these benefits, it is crucial to take proactive steps in order to secure a stable…
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