Tag: Social Security

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We’re in Our 70s – How Do We Make $200k and Social Security Work?

Next, it’s important to make a retirement budget. For a couple in their 70s, this won’t be the speculative exercise that it can be...

Retirees in These 9 States Risk Losing Some of Their Social Security Checks

Social Security is an important piece of nearly every American's retirement budget. Around half of households with someone age 65 or older receive at...

Are You Overpaying Taxes on Your Social Security? Here’s How to Cut Them Down

Social Security benefits are taxed, but they have some special tax benefits that allow retirees to reduce their overall tax burden using some popular...

Ask an Advisor: I’m 68 and Have $2.4M in Assets – Is Retiring at 70 Realistic?

But math isn’t the only consideration. We need to understand your personality and comfort level as it relates to dealing with the different risks...

The ‘Magic Number’ You Need To Hit Before Retiring Is An Option

Knowing where your current financial health is will help you learn what you need to do in order to get to your ideal retirement...

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