Social Security

By Mike Bernard, CFP®, ChFC, AIF®, EA

The Social Security Cost-of-Living Adjustment was officially announced for 2023 and came in line with my expectation. If you're on Social Security, you're getting a big raise.

By Bill Mock, CFP^®, CRPC^®

Did you know that claiming Social Security is one of the biggest financial decisions you’ll ever make? Few people do, which may be why so many Americans claim as soon as they are eligible (typically at age 62). Whether your decision is based on “facts” overheard from friends, neighbors, and co-workers; emotions; or FOMO (the fear of missing out!), claiming at 62 can be a costly mistake that significantly decreases your monthly income for the rest of your life.

By Matt Hoke, CFP^®, ChFC

Retirement. It seems to be every working person’s dream. But retirement dreams can also cause a lot of anxiety, especially the closer those “golden years” become. With 10,000 Baby Boomers turning 65 every day, the question I hear over and over again is, “Can I retire?” and “If so, when?” The answer isn’t always so easy.