Social Security (Trust Fund) Update…Is Reform Possible?

      Social Security (Trust Fund) Update… Is Reform Possible?   The Social Security program provides income to millions of Americans for Retirement, Disability Income and Survivor Benefits. Each year the Trustees Report the solvency by issuing the OASDI Trust Fund results. (OASDI) stands for Old Age, Survivors and Disability Income benefits.   With […]

Social Security Status Update – Solvency and Spousal Option Changes

83 Years of Benefits of Social Security Benefits     The Social Security program provides workers and their families with Retirement, Disability and Survivors Insurance Benefits. During the program’s 83-year history, it has collected approximately $20.9 trillion and paid out $18 trillion, leavings asset reserves of $2.9 trillion as of the end of 2017.   […]

Social Security & Happy 70 Year Olds

Many Happy 70 Year Olds   Many of our clients are now collecting their Maximum Social Security Age 70 monthly benefit check. Not one of them regrets waiting until age 70, which typically increases your first Social Security check by 32%.   What do these couples have in common? They took the time to examine […]

Social Security Checks Going Up for 2018, Perhaps!

Social Security checks will be going up by 2.0% in 2018, perhaps! Some people will realize little or none of their cost of living adjustment (COLA). Because of how the hold-harmless unwinding works after a year (or years) in which some Social Security beneficiaries Medicare premiums were held artificially low because their annual COLA didn’t […]