Financial Planning

If you’re among the many people covered under Social Security, you should know what your future benefit may be. These monthly payments will likely be an important part of your retirement income. Your benefit payment will be based on how much you earned during your working career.  ...

After being off-limits to most members of the public since March 2020, Social Security Administration (SSA) offices are set to reopen on March 30, barring an unexpected snag or a major change in the pandemic’s course.  ...

You are never too young to begin saving. Younger workers may think they have time to put off saving for their future, but the sooner they begin, the more their money can grow. Visit and share the Social Security website for young workers at ssa.gov/people/earlycareer where you will find resources that can help you secure today and tomorrow. ...

With proper legal planning, it is possible for a person to preserve a significant amount of assets for their family and still qualify for Medicaid. Timing is essential when planning for long-term care. The sooner you begin the planning process, the more you will be able to preserve for your family. ...

Senior living options have evolved in recent decades to include vibrant, multi-level communities that cover a spectrum of housing — from active, age-restricted neighborhoods to full-time, skilled nursing facilities. Finding the right one for you or your parents is like choosing a college. Gather information and visit several. Then determine what fits your personal preferences and budget. ...

More women work, pay Social Security taxes, and earn credit toward monthly retirement income in the 21st century than at any other time in our nation’s history while also facing greater economic challenges in retirement than men. Women generally live longer than men while often having lower lifetime earnings. Find out how Social Security can help. ...

When it comes to Social Security, there’s no better place to do your business or get answers than on the website. Here are Social Security's top 10 web pages of 2021, featuring online services to better serve you. ...

If you are in a relationship, but not married, have been married more than once, have children by more than one partner, or have beneficiaries who cannot manage funds for one reason or another, then it's more important to do estate planning. And your planning cannot be plain vanilla. Here are a few tips to consider. ...