Insights Category: Social Security
Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Social Security: Five Facts You Need to Know
February 22, 2024
Social Security can be complicated, and as a result, many Middle-Class Millionaires don’t have a full understanding of the choices...
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401K Plan / Estate Planning / Financial Planning / Retirement / Saving & Budgeting / Social Security
Important Birthdays Over 50 and Financial Tips to Keep in Mind at Each
January 26, 2024
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Year End Tax Planning for Middle-Class Millionaires
November 16, 2021
It is time to start thinking about moves that may help lower your tax bill for this year and next....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Social Security: Take or Delay?
November 4, 2021
Most American workers who have at least 10 years of work history will be able to start taking Social Security...
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Financial Planning / Investment Strategies / Retirement / Social Security / Taxes
Inflated COLA
October 18, 2021
Reports from the Federal Reserve, which sets interest rate policy in the U.S., have famously told us that the current...
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Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Before You Claim Social Security
June 15, 2020
There are a few things you may want to think about before filing for benefits. Whether you want to leave...
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