If you missed the announcement a few week ago, we have an online Maximizing Social Security course we rolled out recently.  This week I’m including a example video module so that you can get an idea of what they are like: You can access all 21 modules for free by registering at the following link: https://stewardshipsolution.thinkific.com/ As more online courses become available, they will be posted there.  Currently I am working to complete the Ready2Retire course that … [Read more...]

There may be big changes coming to Social Security.  They could positively affect benefit amounts, taxation, and more.  Take a look at the initial proposed changes below: Link to article: Questions! Contact me! … [Read more...]

There are very few instances where I recommend taking Social Security benefits early.  Here is a new one based on a recent article that I read… Link to article: https://www.kiplinger.com/article/retirement/T051-C032-S014-why-wealthy-should-take-social-security-asap.html If you have a question about whether this applies to you, Please contact me. … [Read more...]

I’m excited about some cool new resources that I produced for people who are looking to make the best decisions related to their Social Security.  Click to take a look…         … [Read more...]

I often get questions about the tax consequences of Social Security benefits.   Whether or not Social Security benefits will be taxed depends on a concept called Provisional Income, which was created by the IRS. Provisional Income combines an individual's adjusted gross income, half of their Social Security benefits, and any tax-exempt interest. Depending on the total amount of Provisional Income for the year, Social Security benefits may be subject to taxation at the federal level. … [Read more...]