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Understanding your Social Security Benefit – A Virtual Learning Event – June 2

Event, WorkshopsBy Tami WittMay 1, 2020

Attend our next Virtual Learning Event, hosted by Justin Moilanen.

Undoing Social Security decisions

The Journal TimesBy Justus Morgan, CFP®February 4, 2015

As published in the Racine Journal Times | February 4, 2014 Have you ever made a decision you later regretted? Wouldn’t it be nice if you had a chance to rewind the clock? In many areas of life this is not an option but when it comes to collecting Social Security benefits  there are actually…

Impact of work while collecting Social Security benefits

The Journal TimesBy Justus Morgan, CFP®February 5, 2014

As seen in Racine Journal Times | February 5, 2014 Has anyone told you that if you work while collecting Social Security retirement benefits, you’ll lose part of your benefits? If you’re like most people who hear this, you’d probably opt not to work. What’s the sense of earning $1,000 if you lose $1,000 of…

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