Oct 9, 2018 | Social Security Planning
There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes to the law in the past and can do so at any time. The...
Jul 30, 2018 | Company News, Social Security Planning
When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes simply by...
Apr 11, 2018 | Retirement Planning
You look into the future. You picture yourselves as a couple who has worked together, accumulated your assets together, and combined your incomes to create your lifestyle for your “golden years.” It’s been a productive life and you live within your means. It appears...
Feb 27, 2018 | Articles, Social Security Planning
When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. Download The Full Article for More Information by William F. Rainaldi, CFP® Regional Vice President Search...
Aug 25, 2017 | Social Security Planning
Security Mutual Life’s William Rainaldi was recently interviewed by Laura Adams on her Money Girl podcast. Laura and Bill discussed some key points about Social Security, as well as five expensive Social Security mistakes and how to avoid them. Listen to the...
