To claim the maximum spousal benefit, you must apply at your FRA. You can claim as early as 62, but doing so will shrink your ...

Choose your claiming age carefully and understand how this affects the size of your benefit. It's best to apply several months in advance of when you hope to claim. Gather your documents ahead of time ...

If you plan on retiring in the near future, you're probably thinking about applying for Social Security benefits. There are several factors to consider before taking the plunge, but knowing the ...

This week’s column will answer a variety of questions related to the ever-popular “black hole” of retirement processing. As this has been a recurring topic, you will see references to other articles ...

Q: I am going to retire at the end of this year and would like to start my Social Security benefits in January. When is the best time to apply? A: Now is the time to prepare. We recommend you apply ...

Are you one of the many employees being offered early retirement who are still years away from their Minimum Retirement Age (MRA) which is age 57 if you were born in 1970 or later? If so, you may be ...

Q: Is it true the rumor that all Social Security beneficiaries will have to go to a location to verify their identity to receive their monthly check? A: The Social Security Administration had ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Financial planning can often feel overwhelming and complex. There’s rarely a ...