FINANCIAL LITERACY

Tim discusses the taxation of Social Security income and highlights the provisional income formula. He also discusses how adjusted gross income can affect Medicare premiums.

A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.

Are you considering Social Security? On Retire Your Way Radio, I give you the facts beyond the headlines about Social Security being depleted sooner than expected.

This week on Retire Your Way Radio, I talk about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.

Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, I’m in business to help you put all the pieces together before and when you get to this phase.

This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.