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Category Archives: Social Security

File Jointly or Not?

For many married couples, filing a joint tax return is a good idea, but there are exceptions. In fact, over 90% of married couples file a joint federal tax return. Filing jointly can be convenient and often times there’s a … Continue reading

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Posted in Financial Planning, Personal Finance, Social Security, Taxes | Tagged , , | Leave a comment

Changes to Social Security and you

If you were born in 1954 or later Social Security rules just changed. There was no public debate because it was tacked onto an emergency bill to help avoid a U.S. debt default and government shutdown. Quietly, legislators took away … Continue reading

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