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Social Security- What You Need to Know Before You Claim

Before claiming social security there are some things you should know. When do you meet your full retirement age because that impacts how much you collect. Take a look at your longevity, your Cost of Living Adjustments (COLA) and your spousal benefits. Lastly, keep in mind that there may be taxes and penalties that come with claiming too soon. We realize that this is a complex subject and encourage you to work with a financial planner, CFP® or ChFC® who is proficient in retirement planning.

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The Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

"The CARES Act provides 2 trillion dollars of government aid along with several SIGNIFICANT changes to preexisting IRS, retirement accounts, and other financial rules in attempts to open up opportunities for individuals and small businesses to survive in this time of crisis. I have broken down and summarized that document here into 5 key areas: Recovery Rebates, Coronavirus Related Distributions, Significant Tax Changes to Retirement Accounts, Unemployment Compensation Benefits, and Small Business Benefits."

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The New Age of Financial Responsibility

"I grew up in a small town outside of Flint, Michigan called Swartz Creek. Many of the people in our community worked for one of the “Big Three” automakers, including my uncle, all three of my best friends’ dads, and many of my extended family. These companies were a classic example of a typical 20th-century employer. Right out of high school you could get a good job and make a very good living. It was certainly not easy work but if you stuck with it for 30 years you would be well taken care of with an opportunity for early retirement, a good pension and excellent health care benefits. Today, things are very different."

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