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Social Security

Five Recent Social Security Changes

Submitted by Bernhardt Wealth Management on February 26th, 2018

Last October, the Social Security Administration (SSA) announced changes in its program due to take effect in 2018.

Tags:
  • Retirement Planning
  • Social Security
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Retirement: Six Facts That Might Surprise You

Submitted by Bernhardt Wealth Management on November 6th, 2017

With all that has been said, written, and discussed about preparing for retirement, it might seem that there is very little remaining that still needs to be talked about.

Tags:
  • Long Term Care
  • Retirement Planning
  • Saving
  • Social Security
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Does It Make Sense to File Early for Social Security?

Submitted by Bernhardt Wealth Management on September 5th, 2017

It may seem strange to some that this question should even be posed. After all, the conventional wisdom, which most of us have heard over and over, is “The later the better; wait until you’re 70 if you can, to get the maximum monthly benefit.”

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  • Social Security
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Social Security Changes in 2017

Submitted by Bernhardt Wealth Management on February 13th, 2017

Do you know your full retirement age for purposes of determining your Social Security retirement benefits? Full retirement age is the age at which a person first becomes entitled to full (unreduced) retirement benefits. For years, that age was 65. However, that age has been gradually increasing until it reaches 67 for people born in 1960 and later.

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  • Social Security
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Medicare Crisis Averted?

Submitted by Bernhardt Wealth Management on November 9th, 2015

It’s not that often that you get good news about insurance premiums. However, millions of Medicare B recipients who had been worrying about a potential 52% premium increase were likely heartened to hear about a bipartisan bill just approved by Congress.

Tags:
  • Medicare
  • Social Security
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Social Security Benefits: File and Suspend

Submitted by Bernhardt Wealth Management on September 8th, 2014

When it comes to the decision of when to file for Social Security benefits, many people make the same mistake. They file for partial benefits at age 62, as soon as they qualify to begin collecting. In fact, people of average or above average health would benefit by delaying Social Security benefits until age 66 or even waiting until they reach age 70.

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  • Social Security
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Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

 

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