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Author: Robert Powell

Money

Retirement: 5 things you need to know about Social Security spousal benefits

August 1, 2021Robert PowellComments Off on Retirement: 5 things you need to know about Social Security spousal benefits

Did you know that the higher earner must file for Social Security first or that you may not be able to claim a spousal benefits if you earned more?

Money

Social Security đź’µ

July 18, 2021July 18, 2021Robert PowellComments Off on Social Security đź’µ

How much will be cut?

Money

When will I get my monthly Social Security check? It depends on these quirky rules.

July 7, 2021Robert PowellComments Off on When will I get my monthly Social Security check? It depends on these quirky rules.

If you haven’t reached retirement age, be warned: Social Security has some pretty quirky rules for the timing and eligibility of benefits payments.

Money

Does your state tax social security benefits? Here’s why that’s crucial to your retirement strategy

June 3, 2021June 3, 2021Robert PowellComments Off on Does your state tax social security benefits? Here’s why that’s crucial to your retirement strategy

Before retiring, learn how your Social Security benefits will be taxed at the federal and state levels and what your net after-tax income will be.

Money

Social Security isn’t fixed income. Here’s 5 ways to to boost your retirement benefit

May 19, 2021Robert PowellComments Off on Social Security isn’t fixed income. Here’s 5 ways to to boost your retirement benefit

There’s actually plenty you can do to increase your Social Security benefit. Here are 5 tips to cushion your retirement nest egg.

Money

How to boost your Social Security benefits if you collect disability insurance

May 16, 2021May 16, 2021Robert PowellComments Off on How to boost your Social Security benefits if you collect disability insurance

If you need to apply for Social Security disability insurance (SSDI), there are a few things you need to know.

Money

Moving to a ‘tax friendly’ state? Do your homework first

April 25, 2021Robert PowellComments Off on Moving to a ‘tax friendly’ state? Do your homework first

Deciding to move to a state with lower taxes without factoring in the whole tax picture could bite you in the form of higher property or sales tax.

Money

Health insurance tips

April 18, 2021April 18, 2021Robert PowellComments Off on Health insurance tips

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