Social Security
Retirement Income Principles
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…
Essential Financial Planning Numbers for 2017
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….
When It Pays to File Early for Social Security
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Filing for Social Security while your benefit is still growing sometimes makes sense. In deciding when to take Social Security,…
Social Security FAQ: Spousal Benefits
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress…
The Ins and Outs of Social Security Benefits and Taxes
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The…
When Should You Take Social Security?
• Written By Paul Staib | Certified Financial Planner (CFP®), MBA, RICP®
Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…
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