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Your Insights

  • Andy Baxley, decisions, early retirement, retirement, Social Security

…Should I Claim Social Security Early?

February 2, 2021

MarketWatch recently published an article, “I’m 63, unemployed since March, and have $220,000 in retirement savings – should I claim Social Security early?” that featured a

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My Social Security, It’s Not Just for Retirees

January 25, 2021

You don’t have to be retired or even close to retirement to benefit from a personal my Social Security account. Calling or visiting a local Social

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Making the Most of America Saves Week

January 25, 2021

This year, America Saves Week runs from February 22 – 26. The week is an opportunity for to promote good financial habits and for people to

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Get Your Social Security Benefit Statement (SSA-1099 / SSA-1042S)

January 25, 2021

Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is

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Workers in Your Home and Social Security

January 25, 2021

Do you plan to pay a cleaning person, cook, gardener, babysitter, or other household worker at least $2,300 in 2021? This amount includes any cash you

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Your Newborn and Their Social Security Number

January 25, 2021

Getting your newborn a Social Security number is important for their future. If your child is born in a hospital, the easiest way to apply for

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New Guidance about COVID-19 Economic Impact Payments for Social Security and Supplemental Security Income (SSI).

April 14, 2020

 “The Treasury Department launched a new web tool allowing quick registration for Economic Impact Payments for eligible individuals who do not normally file a tax return,

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Social Security Benefits Will Be Paid On Time

April 8, 2020

Andrew Saul, Commissioner of Social Security, reminds the public that Social Security and Supplemental Security Income (SSI) benefit payments will continue to be paid on time

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5 Proposals to Fix Social Security

September 20, 2019

by Andrew Sivertsen, CFP® I hear a number of questions and concerns around the Social Security Program from my clients. Some wonder whether the program will

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A Tale of Two Medicare Cards

October 7, 2016

By Nancy Blunck I have two Medicare cards. This is the story of how the two cards came into being and how one was used in

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