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  • featured

    Claiming Survivor Benefits

    Reader question:  “I am 58 years old and work full time. My spouse passed away

    featured

    Leaving Your Social Security Benefit to Someone Else?

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

    June 27th | by Justin Fundalinski, MBA

    featured

    FRA for Survivor Benefits

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

    June 20th | by Jim Saulnier, CFP®

    featured

    Delaying Survivor Benefit

    We received the following question from a reader this week: “My mother will be turning 65

    featured

    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

    Reader question:  “I am 58 years old and work full time. My spouse passed away...

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

    June 27, 2018 | by 

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

    June 20, 2018 | by 

    We received the following question from a reader this week: “My mother will be turning 65...

    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 

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