If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of benefits. However, it comes at a cost. It is important to understand the details before agreeing to the payment.
Social Security Offers Lump-Sum Payments to Some Beneficiaries Read Post »
If you are about to turn 70, congratulations on reaching a big milestone. And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group — only 6.5 percent of Social Security recipients put off collecting their benefits.
Claiming Social Security Benefits at Age 70 Read Post »
Tax day, which is Tuesday, April 19 in 2022, is approaching and it is time to begin crossing T’s and dotting I’s in preparation for paying taxes.
Things to Remember at Tax Time Read Post »
When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children.
When a Social Security Recipient Dies, Survivors May Be Eligible for Benefits Read Post »
For 2022, the monthly federal Supplemental Security Income (SSI) payment standard will be $841 for an individual and $1,261 for a couple.
In 2022, Social Security Beneficiaries Will See the Biggest Increase in 39 Years Read Post »
In December 2018, the Social Security Administration (SSA) had a nasty surprise for Laura Marshall (not her real name), a
Studies have found that workers overestimate how much they will receive in Social Security benefits when they retire. Having a good understanding of the realities can help you plan for retirement.
You May Be Overestimating Your Social Security Benefits Read Post »
The Social Security Administration has announced a 2.8 percent increase in benefits in 2019, the largest increase since 2012. The
2019 Will Bring Social Security Beneficiaries the Biggest Increase in Eight Years Read Post »
Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.
During this special event, you’ll discover:
Join Geoff Hoatson, Founder and CEO of the Family First Firm, licensed insurance agent, and financial advisor, for an engaging and informative presentation on The Heirloom Journey. A roadmap to peace of mind for you and your loved ones.
During this special event, you’ll discover:
Join us for a helpful and engaging session where we’ll walk you through the most important steps in protecting your future and your family. This event will focus on key topics in estate planning and Medicaid strategies for long-term care—two critical areas that can significantly impact your quality of life, financial security, and peace of mind.
Whether you’re beginning the planning process or looking to update existing documents, you’ll gain valuable insights into how to safeguard your assets, qualify for important benefits, and ensure your wishes are honored for years to come. Our team will be here to guide you every step of the way, making complex topics easier to understand and apply.
By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.
By providing your phone number, you consent to receive SMS communications from Lawmatics on behalf of Family First Firm. Consent is not a condition of service. Message & data rates may apply, and frequency will vary. Reply STOP to unsubscribe. Text HELP for help.