Jan 8, 2023 by Sam Swenson, CFA, CPA5 Ways to Score a Richer Monthly Social Security PayoutKnowing how to increase your Social Security benefit is key throughout your career.
Jan 6, 2023 by Sam Swenson, CFA, CPASorry to Say: You Probably Shouldn't Claim Social Security at 62Taking Social Security as soon as it's available to you isn't always the wisest choice.
Jan 5, 2023 by Sam Swenson, CFA, CPAHere's Exactly How to Optimize for the $4,555 Social Security Monthly MaxLocking in the highest monthly Social Security check isn't easy, but it is possible.
Jan 4, 2023 by Sam Swenson, CFA, CPAWhat Is the January Effect?Does January really produce excess stock returns?
Jan 4, 2023 by Sam Swenson, CFA, CPAAre You on Track to Reach the $4,555 Max Social Security Benefit?Reaching the monthly maximum for Social Security is no easy feat.
Nov 24, 2022 by Sam Swenson, CFA, CPA3 Social Security Secrets for Even Bigger ChecksGet more out of Social Security by simply knowing the rules of the game.
Nov 23, 2022 by Sam Swenson, CFA, CPAHow to Turn $10,000 Into Over $1,000,000 by the Time You RetireLearn to manage the several variables that determine your ultimate retirement account balance.
Nov 23, 2022 by Sam Swenson, CFA, CPAHere's How to Earn the $4,194 Social Security Monthly MaxOnly 6% of workers in any given year hit the taxable maximum for Social Security. Are you one of them?
Nov 19, 2022 by Sam Swenson, CFA, CPA4 Great Reasons to Take Social Security Benefits at 62Waiting until 70 isn't always the best call.
Nov 8, 2022 by Sam Swenson, CFA, CPAThe No. 1 Reason to Claim Social Security at Age 70As we've seen, inflation is far from transitory.
Oct 29, 2022 by Sam Swenson, CFA, CPAThe Surprising Truth About the Future of Social SecurityDespite the headwinds, you can expect Social Security to exist well into the future.
Oct 28, 2022 by Sam Swenson, CFA, CPA3 Reasons to Avoid Dividend-Paying StocksWhile they can make sense in certain circumstances, dividend payers aren't perfect investments.
Oct 26, 2022 by Sam Swenson, CFA, CPA3 Changes to Social Security You Probably Didn't KnowWith the new year fast approaching, learn the three major changes coming to Social Security.
Oct 11, 2022 by Sam Swenson, CFA, CPA4 Roth IRA Mistakes You Don't Want to MakeYour Roth IRA is one of your most powerful investing tools.
Oct 3, 2022 by Sam Swenson, CFA, CPAThe Unfortunate Truth About Maxing Out Your 401(k)Maxing out your 401(k) makes sense in the long run, but the downsides shouldn't be ignored.
Oct 2, 2022 by Sam Swenson, CFA, CPA3 Social Security Secrets for Even Bigger ChecksGetting the most out of Social Security is key for today's retirees.
Sep 25, 2022 by Sam Swenson, CFA, CPAHow to Think About Risky Stocks When You're Approaching RetirementIf retirement is on the horizon, think about taking some risk off the table.
Sep 23, 2022 by Sam Swenson, CFA, CPA3 Times You Should Claim Social Security Benefits Early -- and 3 Times You Shouldn'tThe decision to claim Social Security shouldn't be taken lightly.
Sep 23, 2022 by Sam Swenson, CFA, CPA3 Things to Do With Your Stocks in a Bear MarketFalling stock prices can make anyone feel a sense of urgency.
Sep 19, 2022 by Sam Swenson, CFA, CPA4 Strategies to Try if You Need Extra Cash From Your InvestmentsCash is still king in many different contexts.
