Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In a previous post discussing common obstacles to knowing when you should start Social Security Retirement Income (SSRI), we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many...Read More

Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...Read More

Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...Read More

Learn about different ways to maximize your Social Security benefits and avoid costly mistakes.Read More

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...Read More

Cynthia, a 72-year-old widow, recently found herself dealing with a troubling situation. She’d noticed a few unusual transactions on her bank account—nothing major, but enough to make her uneasy. Uncertain about the details of online security, Cynthia wasn’t sure where to turn. Her late husband had managed their finances, and she felt overwhelmed by the...Read More

 Read this Periscope for a quick summary of tips about how to create secure passwords that you will remember, and bad guys cannot hack. Use a password software. A password software is one place where you store all your passwords. This way, you only need to remember one password–the one you need to get into...Read More

The Big Beautiful Bill has a large number of tax changes for everyday Americans. Learn about changes to Taxation for retirees already receiving Social Security income. Income tax changes for families, for individuals and business owners. Education plans for students of all ages Estate tax changes And more! Our speaker is an expert–he teaches the...Read More

Social Security Retirement Income has some good news–no kidding–and we invite expert Chad Harmon to discuss the details. Previously, public pensioners like government employees, schoolteachers, police officers, firefighters and more, received either no Social Security Retirment Income or had their benefits severely reduced. Now, they can earn more. Learn who this affects, how much it...Read More

“How can I protect my retirement savings during market volatility?” Mark sat at his desk, staring at the latest market update. Another volatile day. Another wave of anxiety. He had done everything he thought was right—saved diligently, diversified his investments, and planned for retirement. But now, with headlines screaming about inflation, tariffs, and fears over...Read More