Social Security Case Studies: Claiming for Couples Planning for retirement involves numerous decisions, and one of the most significant factors is Social Security. Social Security retirement benefits provide inflation-adjusted lifetime payments [...]
Social Security For Couples: Spouse and Survivor Benefits Planning for retirement involves numerous decisions, and one of the most significant factors is Social Security. Social Security retirement benefits provide inflation-adjusted lifetime [...]
Social Security: The Basics You pay your payroll taxes every month but unless you’re close to retirement, you probably don’t give Social Security much thought. Maybe you think about it once [...]
SBP Open Season: Should You Opt In or Opt Out? You often don’t get a second chance on your SBP decision, but this year’s NDAA provides that rare opportunity. So what [...]
This is part 3 of our series on the Survivor Benefit Plan (SBP). It provides an SBP Case Study. Links below will take you to parts 1 and 2 with some [...]
SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor Benefit Plan (SBP). The SBP decision is one of the biggest [...]
Survivor Benefit Plan - The Big Decision One of the biggest decisions military members face during their retirement transition is whether or not to take the Survivor Benefit Plan (SBP). The [...]
I feel like I'm starting late. Am I Behind? I’ve talked with several people recently who have all expressed the concern that they were approaching military retirement and felt like they [...]
Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle of the year it’s a good time to check your tax [...]
Plan Process Product Trying to decide on what you’ll invest in before understanding where you are and where you want to go is like trying to decide if you should use [...]
