Blog Posts

Social Security survivor benefits present an important source of income for many. But, there are several important and unique issues that must be considered for anyone that has recently lost their spouse or ex-spouse, before filing a claim to collect Social Security benefits.

To help make the analysis easier, check out our flowchart, “Am I Eligible for Social Security Benefits as a Surviving Spouse?” It addresses many common Social Security issues that arise for those who have recently lost their spouse or ex-spouse, including:

Under Social Security, spousal benefits present an important source of income for many individuals. But, there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult.

To help make the analysis easier, check out our “Am I Eligible for Social Security Benefits as a Spouse?” flowchart. It helps answer the question by looking at these common issues:

Claiming Social Security benefits can be one of the more complicated topics to understand. There are a multitude of rules that can have a significant and lasting impact on your future income stream and overall financial picture.

To help make this analysis easier, check out our flowchart, “Will My Social Security Benefits Be Reduced?” It is based on the Social Security Administration’s retirement benefits information, and addresses common issues including:

Social Security benefits can be confusing if you are divorced. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits.

To help make the analysis easier, check out our flowchart, “Am I Eligible For Social Security Benefits If I Have Been Divorced?” It addresses these common Social Security issues that arise for those who have experienced a divorce, including:

We are honored to be named as a top performing RIA firm across the country according to Charles Schwab’s independent benchmarking study. Our President and CEO, Jessica Kmetty, was asked to present to 1,300 Schwab advisors on best practices for RIA firms during the 2022 RIA Benchmarking Study webcast.