“Social Security claiming gets less attention than it deserves in planning for wealthy clients,” said Ray R. Harris, founder of Social Security Claiming Experts in Chicago and a Registered Social Security Analyst. “It’s not because advisors or clients don’t care, but because claiming sits in an awkward place. It’s not AUM. It’s technical. It’s full…
Press Release Type Archives:
Using Social Security To Mute Volatility, Manage Sequence-Of-Returns Risk
Ray Harris, RSSA®, contributes a story to FA Magazine on how optimizing Social Security can help protect retirement income during market fluctuations.
Don’t Let Low Tax Rates Lull You Into the Torpedo Zone
Ray Harris, RSSA®, contributes a story to Kiplinger, breaking down the “tax torpedo,” how it can catch retirees off guard, and what it means for retirement and Social Security planning.
Social Security Update: Payment Schedule Changes for Some Recipients
“When payment dates for Social Security fall on weekends and holidays it can sometimes lead to confusion on if/when some recipients will receive their benefits…” Thien Khuu, a Registered Social Security advisor and owner of T&D Solutions, told Newsweek.
Seniors on Social Security Could Face $460 Monthly Cut to Benefits
Jim Komoroski, a Registered Social Security Analyst and Principal Agent of The M1 Agency, told Newsweek: “The projected $460 monthly reduction is a realistic outcome if Congress does not act, but it ultimately comes down to political will. The funding shortfall has been known for years. It’s no secret, we just continue to kick the…
Uncertainty Got You Down? It May Be the Ticket to Stock Market Gains.
Laurie Bodisch, a financial advisor and founder of Her Wealth Coach in Boiling Springs, Pa., says she has seen skittishness among older adults who lived through the Great Depression and their offspring…
Will Social Security Cuts and Inflation Shrink Your Retirement Benefits? 4 Factors To Consider
According to Caroline Raker, a certified Registered Social Security Analyst (RSSA) at Clarity Financial Services, the type of inflation retirees actually feel tends to climb faster than the COLA that Social Security provides each year. “Costs such as healthcare, housing and insurance often rise faster than COLA adjustments,” Raker said…
Social Security’s 2026 Wage Base Limit Increases—What It Means for You
“Women over 50 want to maximize their earnings up to the Social Security wage base limit. They should use it as an opportunity to strengthen their long-term Social Security benefit by replacing lower-earning years with higher-income years they are earning today,” says Laurie Bodisch, Founder and Registered Social Security Analyst at Her Wealth Coach…
Some Americans Could Get New Social Security Numbers Under Bill
Christina Woodling, a Registered Social Security Analyst and the Founder of Five Star Freedom Group, experienced the troubles that can arise after her child’s Social Security number was stolen and tax returns were filed falsely in the child’s name…“I think any opportunity, especially the new bill being introduced from Rep. Lloyd Smucker of my home…
Will the 2026 Social Security COLA be Enough to Cover Seniors’ Rising Costs?
Social Security beneficiaries will see their monthly payments increase 2.8% beginning in January 2026. For a retiree receiving the average benefit amount, that equals $56 more per month. “They won’t even notice it,” says Jim Komoroski, a Registered Social Security Analyst and Principal with The M1 Agency in Bloomfield Hills, Michigan…