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    • featured

    Spousal and Dependent Benefits

    I received the following question: My wife and I have full legal and physical custody of

    January 23rd | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    Calculation of WEP

    Question from reader: “I've been reading your blog and enjoy how far reaching on SSA it

    September 12th | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    10 Year Rule and Divorced Spouse Benefits

    We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother

    August 23rd | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    Question Regarding WEP

    WEP, the Windfall Elimination Provision, affects people who worked in a Social Security exempt, government

    August 9th | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    Recovering From the Social Security Earnings Test

    Back in May, 2014 I blogged on how the Earnings Test can reduce your benefits

    January 27th | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    A Case For Claiming Social Security Benefits Early

    So many Social Security claiming recommendations on our blog and elsewhere in the press involve

    December 16th | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    Social Security Disability Benefits to Retirement Benefits

    The following multi-part question came in recently: “I am on SS disability benefits now.  Next year

    August 26th | by Chris Stein, CFP®, Finance Instructor at Colorado State University

    featured

    Spousal Benefits for the Non-Married

    Effective May 19th, 2015 it is possible for some people to be eligible for the

    July 29th | by Chris Stein, CFP®, Finance Instructor at Colorado State University
    ••••••••
    More Posts
    Child-in-Care Spousal Benefits

    Spousal and Dependent Benefits

    I received the following question: My wife and I have full legal and physical custody of...

    January 23, 2019 | by 
    +
    How WEP Effects Benefits

    Calculation of WEP

    Question from reader: “I've been reading your blog and enjoy how far reaching on SSA it...

    September 12, 2018 | by 
    +
    10 Year Rule

    10 Year Rule and Divorced Spouse Benefits

    We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother...

    August 23, 2017 | by 
    +
    WEP

    Question Regarding WEP

    WEP, the Windfall Elimination Provision, affects people who worked in a Social Security exempt, government...

    August 9, 2017 | by 
    +
    Earnings test

    Recovering From the Social Security Earnings Test

    Back in May, 2014 I blogged on how the Earnings Test can reduce...

    January 27, 2016 | by 
    +

    A Case For Claiming Social Security Benefits Early

    So many Social Security claiming recommendations on our blog and elsewhere in the press involve...

    December 16, 2015 | by 
    +
    disability to full retirement age

    Social Security Disability Benefits to Retirement Benefits

    The following multi-part question came in recently: “I am on SS disability benefits now.  Next year...

    August 26, 2015 | by 
    +

    Spousal Benefits for the Non-Married

    Effective May 19th, 2015 it is possible for some people to be eligible for the...

    July 29, 2015 | by 
    +
    Health Savings Account

    Caution – Health Savings Accounts and Filing for Social Security

    We have blogged many times about different situations where filing for benefits while still working...

    July 22, 2015 | by 
    +
    retroactive benefits

    Beware of Retroactive Benefits

    A little issue has come to our attention with regard to the way Social Security...

    June 3, 2015 | by 
    +
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