Social Security
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Fifty Years Later, It’s Time to Reimagine Retirement Savings
It’s hard to believe it’s been fifty years since Congress passed the landmark retirement law that gave us 401(k) and…
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Darren Sussman354
Social Security in 2025: Three Positive Changes to Look Forward To
With the new year fast approaching, there’s plenty of good news for those relying on Social Security. In 2025, several…
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Scott Rosen23
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 Sussman63
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 Sussman153
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 Kemp113
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 Sussman105
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 Bridges108
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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