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Retirement Guides and Checklists

Am I Eligible for Social Security Benefits as a Surviving Spouse?

Social Security survivor benefits present an important source of income for many retirees. But, there are several important and unique issues that must be considered for anyone that has recently lost their spouse or ex-spouse, before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible For Social Security Benefits As A Surviving Spouse?” flowchart. It addresses many common Social Security issues that arise for clients who have recently lost their spouse or ex-spouse.

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Am I Eligible for Social Security Benefits if I Have Been Divorced?

Social Security benefits can be confusing if you have ever been divorced. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible For Social Security Benefits If I Have Been Divorced?” flowchart. It addresses these common Social Security issues that arise for individuals who have experienced a divorce.

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2022 Important Numbers

There are lots of important numbers to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it. In response to this challenge, we’ve created the two-page “Important Numbers” resource.

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