What would happen if you or your spouse became incapacitated and unable to work with the Social Security Administration to claim/adjust benefits or to make a request or inquiry? Did you know that even though you may have a power of attorney that the Social Security administration will not accept it? Since powers of attorney are a state-specific document and the Social Security Administration is a federal agency, they have made the decision not to review and validate varying powers of … [Read more...]

If there is a gap between when you stop working and when you intend to begin Social Security benefits, you have a unique opportunity to get even more benefits by reducing how much of your benefits you lose to taxes. Have questions about this video?  Feel free to contact me. … [Read more...]

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...]