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Looking for financial advice or just want to read up on the industry? Check out SISFG's most recent blog posts!
Widows Who Work
By Elaine Floyd, CFP ® Widows between the ages of 60 and 70 who qualify for both a survivor benefit based on
Switching Benefits
By Elaine Floyd, CFP ® Under Social Security rules, if a person receiving a benefit becomes entitled to a different benefit, that
Developing a Realizable Vision for Retirement
By Richard Atkinson Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can
What is Voluntary Suspension?
By Elaine Floyd, CFP ® What if you claimed Social Security and then realized you would rather stop benefits and get more
Downshifting: Working Longer and Loving It
By Elaine Floyd, CFP ® Working full-time and then abruptly stopping work at age 65 is no longer the only possibility for
Why Open a my Social Security Account?
By Elaine Floyd, CFP ® You might assume it’s safer to keep your personal details—especially your Social Security number—off the internet. Actually,
The Most Important Question in Retirement Planning
By Erin Tamberella and Rick Wright It’s a touchy subject, but a life expectancy analysis is the best way to ensure
When to Apply for Social Security Benefits
By Elaine Floyd, CFP ® With the demise of guaranteed pensions, and in light of the risks you face in managing your
The 99% Rule For Spousal Beneficiaries of IRAs
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA A spouse who inherits an IRA or similar account has a couple of options
