Dec 5, 2019 | Personal Finance, Retirement, Social Security
Social Security is a valuable resource for older and disabled workers as well as the worker’s survivors and dependents. It provides 90% of the cash flow for one-third of retirees. It delivers 28% of the cash flow for high income retirees. A mistake in claiming these...
Dec 5, 2019 | Personal Finance, Social Security, Uncategorized
Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...
Dec 5, 2019 | News, Personal Finance, Social Security
By Francis C. Thomas, CPA PFS The Bipartisan Budget Act of 2015 (BBA) has introduced substantial changes to Social Security law. The BBA passed the federal legislative branch on Halloween weekend 2015 without public input or debate. It became effective when the act...
