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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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    Question on Switching from Survivor Benefits

    The advantages to claiming survivor benefits versus your own benefits can be confusing. We recently

    featured

    Full Retirement Age For Survivor Benefits

    Sometimes things that look simple and easy to understand can have a hidden “but” or

    October 5th | by Jim Saulnier, CFP®

    featured

    When Is a Quarter Not a Quarter?

    Today I bring you what turns out to be a bit of a tragic story. 

    featured

    Rethinking Survivor Benefits

    Surviving spouses, and ex-spouses that were married at least 10 years, are eligible to receive

    featured

    The $69,000 Survivor Benefit That Almost Never Happened

    This week we describe a situation where had a person followed the recommendation they received

    featured

    Full Retirement Age for Survivor Benefits

    Sometimes things that look simple and easy to understand can have a hidden “but” or

    May 6th | by Jim Saulnier, CFP®

    featured

    Leaving Your Social Security to Someone Else?

    You've saved well, invested responsibly and accumulated more assets that you'll need in your retirement.

    December 17th | by Justin Fundalinski, MBA

    featured

    Survivor Benefits and Continuing to Work

    As a follow up on our previous posts regarding the Basics of Survivor Benefits, this

    December 3rd | by Justin Fundalinski, MBA

    The advantages to claiming survivor benefits versus your own benefits can be confusing. We recently...

    Sometimes things that look simple and easy to understand can have a hidden “but” or...

    October 5, 2016 | by 

    Today I bring you what turns out to be a bit of a tragic story. ...

    Surviving spouses, and ex-spouses that were married at least 10 years, are eligible to receive...

    This week we describe a situation where had a person followed the recommendation they received...

    Sometimes things that look simple and easy to understand can have a hidden “but” or...

    May 6, 2015 | by 

    You've saved well, invested responsibly and accumulated more assets that you'll need in your retirement....

    December 17, 2014 | by 

    As a follow up on our previous posts regarding the

    December 3, 2014 | by 

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