Software and Social Security

May 15th, 2016 (No Comments)

Social Security is more complicated than before the passage of the Bi-Partisan Budget Act of 2015. We know, as this is what we do each day. There are not just three choices as stated on your Social Security statement, there are literally thousands of different options and ways to file for your benefit. Unfortunately, many […]

Voluntary Suspension of Benefits

May 13th, 2016 (No Comments)

There is quite a bit of confusion out there about what is still available to consumers wanting professional advice about how to improve their Social Security Benefits. What you read on the internet is confusing at best. This article will try and balance some of that confusion with fact vs. fiction. Yes, the claiming strategy […]

What Now?

May 3rd, 2016 (9 Comments)

The Claiming Strategy called File and Suspend is a thing of the past (deadline was April 30, 2016), but many Americans age 62 (by December 31, 2015) have a lot to cheer about. The “Restricted Application” for spousal benefits will continue for many years to come. What is a Restricted Application? It is a claiming […]

What Do You Really Know About Social Security Laws?

April 23rd, 2016 (No Comments)

Roy and I have found with talking to people each day, even the most basic knowledge about Social Security is not understood. With all the articles on the internet, some good and some bad, people are just confused and basically give up educating themselves. They drive to the Social Security office and just take what […]

Divorced and the New Laws

March 11th, 2016 (3 Comments)

Divorced spouses were not affected by the new File and Suspend Restrictions if they meet the age restrictions. Even if an ex-spouse files and suspends his/her benefit, it will not affect the option of the former spouse to collect benefits on his/her earning record   BUT, both spouse and ex-spouses who turn age 62 after January […]

Widows and Widowers Were Left Untouched

March 4th, 2016 (No Comments)

One of the redeeming factors of the new Bi-Partisan Budget Act of 2015 is that they did not restrict options for Widows and Widowers, or as some may refer to as Survivor Benefits. You still will be able to claim your own benefit first and switch to a widow(er)’s benefits later, or vice versa. Some […]

2016 Seminars

February 17th, 2016 (No Comments)

McLaurin Heights Baptist Church – January Oak Hill Baptist Church – January Crossroads Baptist Church – January Mississippi Fire Academy – January Brandon Mississippi Library – February Vicksburg Mississippi Chamber of Commerce with May & Co. – February Bradenton/Sarasota, Florida seminars – February Mississippi College – Lunch and Learn – March Mississippi College – evening […]

The Clock is Ticking

February 9th, 2016 (3 Comments)

A deadline will lapse on April 30, 2016, that allows those that turn age 66 by this date to File and Suspend their Social Security benefits. First of all, what is File and Suspend? This is a claiming strategy that allows you to file for your benefit, collect your benefit at a later date, and […]

Survivor Benefits Component to Social Security

February 1st, 2016 (No Comments)

As Roy and I do the customized reports for clients, it is amazing what a little adjustment in life can make in your future Survivor Benefit for you and your family. I am sure that most of you, when going to file for your benefit, do not really analyze this component. We emphasize this benefit […]

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