Social Security

Financial Planning Patrick Rogan - November 7, 2024

The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save for retirement because of their...

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...

Financial Planning Bob Williams - October 15, 2024

You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay...

Financial Planning Bob Williams - October 10, 2024

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...

Retirement Bob Williams - August 30, 2024

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...

Financial Planning Bob Williams - August 23, 2024

Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be...

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's...

Financial Planning Bob Williams - June 12, 2024

Every tax season, the same question arises from Americans receiving Social Security. “Do I have to pay taxes on...