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Category: Social Security

Social Security

Coronavirus Stimulus Plan: What It Means to You

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 seems to have something for almost everyone. The bill is 335 pages long, so today’s article is a summary of the few provisions most likely to affect our clients, specifically recovery rebate checks, which 90% of American households will receive, and the waiver of …View Article

Social Security – What If It Goes Bankrupt?

Recently, I was teaching a Taxes in Retirement class and the discussion shifted to how to decide “when” to collect Social Security. I was explaining the conditions in which it makes the most sense to defer Social Security until age 70. One attendee asked how he should factor in the possibility of Social Security Benefits …View Article

Social Security Benefits – FAQs

Social Security benefits are always a hot topic, even though there haven’t been many changes since 2015, when congress eliminated the file-and-suspend and restricted application claiming strategies. Nevertheless, here is an updated version of Frequently Asked Questions about Social Security benefits from our book: A Good Financial Advisor Will Tell You… 1)  Can I collect …View Article

Social Security Eliminates 2 Popular Spousal Options

We have written before about the need to reform Social Security in order to keep it solvent. It was pretty safe to assume that any changes would be unpopular. However, I never envisioned that it would happen like this. Just to be clear, the changes that were included in the “Bipartisan Budget Act of 2015” …View Article

Social Security Survivor Benefits For Families

Most people reading this have known someone who died prematurely. Too often, the family’s grief is compounded by financial stress and uncertainty. The first thing that goes through my mind when I hear a story like this is, “I hope they had enough life insurance.” However, another source of financial support for these young families …View Article

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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© 2021 | Jeremy Kisner, CFP is an Investment Advisor Representative of Surevest Inc. | Disclosure