Social Security

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Can You Afford to Retire Early?

By | 2018-08-09T21:19:07+00:00 August 9th, 2018|Entrepreneurs, News & Events, Pension Admin & Consulting, Social Security|

If you are like many Americans, you may have visions of an early retirement. Although there are usually hurdles to overcome, the dream may become a reality, depending on your answers to the following questions. Q. Are you financially ready to retire? Some people begin planning for retirement when they are young, intending to call [...]

How to Bridge a Retirement Shortfall

By | 2017-05-18T22:55:00+00:00 March 22nd, 2017|Entrepreneurs, News & Events, Pension Admin & Consulting, Social Security|

People are living longer these days than they did five, 10 or 20 years ago. Of course, that is good news, but it also means that you may have to provide a bigger cushion in retirement than you had initially intended. What’s more, uncertainty over future Social Security benefits as baby boomers continue to swell [...]

Deadline for Social Security “File and Suspend”

By | 2016-03-25T19:18:23+00:00 March 25th, 2016|Individual Tax, News & Events, Social Security|

The Bipartisan Budget Act of 2015 ended two popular Social Security retirement benefit claiming strategies, “File-and-Suspend” and “Restricted Application.”  Many married couples use the file-and-suspend strategy by having the higher wage earner file for benefits and then immediately suspend them so that the lower earning spouse can claim spousal benefits while letting their own Social [...]