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Social Security

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A Woman’s Guide to Maximizing Social Security Benefits

A Woman’s Guide to Maximizing Social Security Benefits

Key Takeaways: Women can maximize Social Security by looking beyond their own earnings record, considering spousal, divorced-spouse, and survivor benefits alongside their health, longevity, and retirement income needs. The timing of Social Security can have… Read More

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Social Security Claiming Strategies for Women: When Should You Claim Benefits?

Social Security Claiming Strategies for Women: When Should You Claim Benefits?

Key Takeaways: Social Security claiming decisions for women depend on more than age; health, longevity, income needs, marital history, and retirement savings all influence when benefits may make the most sense. Delaying Social Security can… Read More

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10 Social Security Mistakes That Will Cost You Money

Key Takeaways: Claiming Social Security too early, misunderstanding your Full Retirement Age, or overlooking delayed retirement credits can permanently reduce the benefits you receive. Spousal, survivor, divorced-spouse benefits, earnings rules, and your individual health and… Read More

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Social Security Benefits Can Be Taxable! Be Forewarned.

Social Security ID cards with a financial spreadsheet behind them.

Key Takeaways: Social Security benefits can be taxable depending on your combined income, with up to 85% of benefits potentially subject to federal income tax. Retirement income from IRAs, 401(k)s, required minimum distributions, and other… Read More

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12 Financial Hurdles Women Face, and How to Overcome Them

Though inherently unfair, women often don’t get the financial education they deserve and need in order to be financially successful. We want to provide you with that financial education.

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The Top 10 Questions to Ask Your Financial Advisor Before You Hire Them

Choosing the right advisor is important, and being equipped with these top 10 questions to discuss before you dive in can help you find clarity in your decision.

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A Woman's Guide to Social Security

As you approach retirement, you may wonder, “How can I maximize my Social Security?

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