Category Archives: Social Security

Social Security

What Baby Boomers Need to Know About Social Security Planning

As a financial advisor, my firm and I aim to create strategies and financial plans that meet my clients’ needs and desires. Social security planning is one of the services we offer at Larry Heller & Associates and as it turns out, our clients are not the only individuals worried that Social Security...
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When Should You Take Social Security

The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, “should you?”

When Should You Take Social Security

By Peter M. Smith, CLU Principal, Wexford Financial Strategies
Monthly payments differ substantially depending on when you start receiving benefits. The longer you wait (up to age 70), the...
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A Real Case Study

I would like to share a story with you which is how we got started in our bill paying service.

A Real Case Study

Joseph G. Kober, CPA MST
It all began several years ago when an elderly couple came to us for assistance. They were in their mid-eighties at the time and thought they had...
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Where Will Your Retirement Money Come From?

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

Where Will Your Retirement Money Come From?

By Peter M. Smith, CLU, Principal of Wexford Financial Strategies

Social Security

Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes...

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