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Search Results for: social security

How Does Timing Affect Social Security Lifetime Benefits?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

February 18, 2021

The picture shows a dog, poised to catch a ball to represent the importance of timing.

Timing when you file for Social Security is important and has a great effect on your lifetime Social Security benefit.

How Does Divorce Affect Social Security Spousal and Survivor Benefits?

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

December 21, 2020

The picture shows a path diverging to represent divorce. The couple may still get spousal benefits.

Divorced spouses need to know about spousal benefits and survivor benefits. This article shows how Social Security calculates these benefits.

The Impact of Divorce on Social Security Benefits

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

November 30, 2020

The picture shows a couple discussing divorce and Social Security benefits.

Social Security benefits are complicated enough. When you throw divorce into the mix, you add another layer of complexity.

How does Social Security influence my retirement plans?

by
Rick Miller
Ph.D., CFP® - Founder

November 24, 2020

In part 3 of this series, Rick Miller explains the impact of Social Security on your retirement and the importance of timing.

How Does My Income Affect My Social Security Retirement Benefits?

by
Rick Miller
Ph.D., CFP® - Founder

September 15, 2020

Social Security retirement benefits are most Americans’ retirement income foundation. Do you know how the SSA calculates your benefits?

Incorporating Social Security​

by
Rick Miller
Ph.D., CFP® - Founder

March 6, 2020

Incorporating Social Security

When constructing an investment portfolio, the more secure and predictable assets you have, like social security and pensions, the more risk you can take. Rick Miller discusses the lifetime balance sheet and inflation-protected assets like social security.

Getting the most out of Social Security

by
Frank Napolitano
J.D., CFP®, CFA® Charterholder - Senior Financial Advisor

July 30, 2019

 [Learn more…]

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