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    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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    A recent hike to Isabelle Glacier in the Indian Peaks
    Wilderness. This photo is me at the lake. The glacier is above in the mountains. We climbed to it.
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  • The budget bill that was passed by Congress and signed into law by the President on November 2, 2015 has major implications for some Social Security claiming strategies! All information in this blog pertaining to Restricted Applications or File-and-Suspend strategies that were posted prior to Nov. 2, 2015 may no longer be accurate. We strive to bring you the most up-to-date Social Security information and will be blogging extensively on these recent changes to Social Security. If you are unsure if the changes will affect you, please see the Effective Dates and Claiming Deadlines chart on our Resources page or feel free to call or email us with any questions.

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    Final Social Security Payment

    We received the following question from a reader this week regarding a Social Security payment

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    Filing Strategies for Spouses With Large Age Differences

    What are the options for Social Security filing strategies when spouses have a large age

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    Happy Thanksgiving!

    We hope you have a wonderful Thanksgiving holiday with your family and friends! We'll be back

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    Representative Payee Basics

    For those people needing assistance managing their finances while receiving Social Security benefits the SSA

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    Switching Survivor Benefits

    We had the following question on Social Security survivor benefits come in this past week

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    Qualifying as a Spouse for Benefits

    Strangely enough, there are rules that determine who qualifies as a spouse for purposes of

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    Question on Retroactive Benefits

    The following question came in from a blog reader: “I am confused by Social Security retroactive

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    The COLA is Coming! The COLA is Coming!

    Well, the wait is over for the 2018 announcement on the cost of living adjustment

  • Social Security payment
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    We received the following question from a reader this week regarding a Social Security payment made to someone who is deceased: “My mother recently passed away and I am handling her affairs.  I have heard conflicting information about what happens...

    filing strategies
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    What are the options for Social Security filing strategies when spouses have a large age difference? Limited Choices There are more limited choices in this case, but still a few things to consider.  A question came in as: “My husband turns 66...

    thanksgiving
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    We hope you have a wonderful Thanksgiving holiday with your family and friends! We'll be back next week with another Social Security blog post.

    representative payee
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    For those people needing assistance managing their finances while receiving Social Security benefits the SSA has a program where another person is designated a Representative Payee to assist the beneficiary.  It is estimated more than 8 million people receiving...

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