Skip to content

A Social Security primer: Knowing your options

Articles of InterestBy Financial Service GroupFebruary 18, 2022

Understanding how Social Security works can be complicated. Learn more about things to consider and about your options.

Tax law changes impact required minimum distributions

Articles of Interest, The Journal TimesBy Justus Morgan, CFP®May 13, 2020

Changes to required minimum distribution rules as the result of SECURE and CARES Acts may help retirees by relaxing some of the requirements.

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.

Understanding your Social Security Benefit – March 14 Coffee & Kringle event

Event, WorkshopsBy Financial Service GroupMarch 12, 2020

This event is being rescheduled due to limiting group interactions during the active Coronavirus outbreak.

Collecting Social Security in special cases

The Journal Times, To Your WealthBy Michael Haubrich, CFP®February 12, 2020

The most common Social Security benefit is for retirees, but there are other circumstances under which you can collect benefits.

Consider a gift you can give yourself

The Journal Times, To Your WealthBy Michael Haubrich, CFP®December 11, 2018

It’s benefit election season! And this is the time of year when you can consider a gift to yourself that you will celebrate years into the future. While many employees concentrate on making selections related to insurance plans, it’s also time to consider your contributions to your 401K or other retirement savings accounts for the…

Boosting your returns in retirement

To Your WealthBy Justus Morgan, CFP®October 6, 2016

Waiting an extra year to retire can add 1% per year of additional returns during retirement. Read Justus’s RJT column to learn more.

Workshop: Social Security & You – March 22, 2016

WorkshopsBy Financial Service GroupJanuary 1, 2016

There’s still room in our March 22 workshop! You and your guest(s) are invited to learn more about Social Security and various options for how you begin collecting benefits.

Changes to Social Security you should know about

The Journal TimesBy Justus Morgan, CFP®December 3, 2015

By now, you’ve probably heard about some changes Congress approved to Social Security. Read Justus’s column to learn how it will impact you.

To Your Wealth Update – October 2015

To Your WealthBy Financial Service GroupOctober 14, 2015

Click the link below to access our latest newsletter featuring Justus Morgan’s monthly column, workshop announcements and more! TYW Update.October2015

123
To Your Wealth
 Dream-Theme — truly premium WordPress themes
Go to Top