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COVID-19 News
…Should I Claim Social Security Early?
Read the Entire Article Here Andy Baxley, CFP®, CIMA®, is a Financial Planner in the Chicago office more
My Social Security, It’s Not Just for Retirees
You don’t have to be retired or even close to retirement to benefit from a personal my Social Security account. more
Making the Most of America Saves Week
This year, America Saves Week runs from February 22 – 26. The week is an opportunity for to promote good more
Get Your Social Security Benefit Statement (SSA-1099 / SSA-1042S)
Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as more
Workers in Your Home and Social Security
Do you plan to pay a cleaning person, cook, gardener, babysitter, or other household worker at least $2,300 in 2021? more
Your Newborn and Their Social Security Number
Getting your newborn a Social Security number is important for their future. If your child is born in a hospital, more
New Guidance about COVID-19 Economic Impact Payments for Social Security and Supplemental Security Income (SSI).
“The Treasury Department launched a new web tool allowing quick registration for Economic Impact Payments for eligible individuals who do more
Social Security Benefits Will Be Paid On Time
Andrew Saul, Commissioner of Social Security, reminds the public that Social Security and Supplemental Security Income (SSI) benefit payments will more
5 Proposals to Fix Social Security
by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. more
A Tale of Two Medicare Cards
By Nancy Blunck I have two Medicare cards. This is the story of how the two cards came into being more