From Peter's Desk
10 Ways to Protect Yourself from Digital Threats
…card information or social security number. The problem is, that wasn’t the real site. It was a fake site set up by hackers that looks real enough to convince you…
Search Results for: social security
Financial Planning
Women’s Retirement Crisis
…for retirement and the timing of social security collection. When creating retirement projections for female clients, there are specific variables that should be examined and customized. First, women on average…
Rethink Your Money
How to Thrive in a Bear Market
…claiming social security, you could be making a big mistake if you’re not tracking your yearly earnings. Now, the reason for this is because your social security benefits depend upon…
From Peter's Desk
Don’t Fall For It
…know the source with a phone call. Social Security Fraud Social security scams happen year-round, and now is no different. On March 27th, the Social Security Administration (SSA) issued a…
Retirement Planning Calculator
…of Labor Statistics. Married checkbox: Check this box if you are married. Married couples have a higher maximum Social Security benefit than single wage earners. Include Social Security checkbox: Check…
From Peter's Desk
10 Ways to Keep Your Family Safe
…Later in life, I was robbed at gunpoint.7 I’ve worked with clients who have had their social security stolen, tax returns filed in their name, fallen victim to phone scams,…
Rethink Your Money
The Important Money Lesson From Ohtani
…it to our personal finances for long-term success. (00:43) Join John as he explores not only this topic but also whether we should be rethinking or reaffirming taking Social Security…
Retirement
Women’s Retirement Crisis
…and time out of the workforce can reduce their Social Security benefits. In fact, women receive Social Security benefits that are, on average, only 80% of what men receive.9 While…
Risk Management
National Slam the Scam Day Is March 7, 2024
Join the National Movement to Combat Social Security Scams The Social Security Administration and the Office of the Inspector General have designated March 7, 2024, as the fourth annual Slam…
Rethink Your Money
Harmonizing Your Financial Expectations with Realistic Success
…idea that Social Security would completely go broken you would receive nothing, that is highly unlikely. Also, the political implications and the social implications. When the vast majority of Americans…
