My wife would like to retire at 62. Would it be better for to use the funds from her 401(k) first to get to the age of 65 before filing for Social Security? Every situation is different. But it can be beneficial for many individuals to consider waiting to at least full retirement age (FRA).. read more →

For most Americans, Social Security will provide a significant portion of their income in retirement. One of the biggest mistakes today’s retirees can make is to underestimate how important Social Security is to their retirement income strategies. Consider the following: Age:The earliest age at which you can file for Social Security (unless you qualify for.. read more →

When Is Social Security Taxable? By Motley Fool, November 03, 2014, 10:00:34 AM EDT Source: SSA. In 2014, more than 59 million Americans will receive a total of over $860 billion in Social Security benefits. Given that Social Security taxes on their wage and salary income have gone toward funding the program, many recipients never even think.. read more →

Key Financial Moves for the Recently Widowed Oct 21, 2014, 6:22 AM ET Most married women whose marriages stay intact become widows. Women on average live longer than men, and most marry older men. The statistical result of these factors is that the median age of widowhood is around 60. When a spouse dies, it’s.. read more →

Great white paper on Social Security and Medicare Figures for 2015. Social Security and Medicare Figures for 2015 Should you have any questions, or wanted to touch base with our office for any reason, please feel free to contact our office at 813-254-9500. read more →

Article found on Yahoo Finance that breaks down the most tax-friendly states for retirees, click the link to read more: Tax-Friendly States Citation: Source & Author: Yahoo Finance, by Sandra Block Disclaimer: As a friendly reminder, we are not responsible for the contents or reliability of any other website to which we provide a link,.. read more →

Click the link to read a great article on the verification of social security benefits: Verification of Social Security Benefits Citations: Author: Oscar Torres-Torres Original Article date: September 15, 2014 Source: Public Opinion: Disclaimer: As a friendly reminder, we are not responsible for the contents or reliability of any other website to which we.. read more →

Click the link below to view our Informational Graphic on Social Security Retirement Benefits: Social Security Retirement Benefits Basics Would you like more information? Give our office a call at 813-254-9500 Source: John Boyer, Inc. read more →

Great Article on Cost Of Living Adjustments and Social Security Social Security benefits are likely to increase by 1.7% in 2015, slightly more than this year’s 1.5% increase but still well below average increases over the past few decades, according to an unofficial projection by the Senior Citizens League. The Social Security Administration will issue.. read more →

We found this article on Social Security and Retiring and found it very interesting, so we wanted to share it. ———————————————- I was reading this article over the weekend about how folks who depend on social security aren’t getting much of a cost of living increase this year and haven’t for several years. Of course,.. read more →