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Mike Heatwole, CFP®, AWMA® 5/1/23 Mike Heatwole, CFP®, AWMA® 5/1/23

Should You Really Wait Until 70 to Collect Social Security?

Deciding when to collect Social Security is different for everyone. Experts will tell you to delay for as long as possible, but is that right for you?

Mike Heatwole, CFP®, AWMA® 10/15/22 Mike Heatwole, CFP®, AWMA® 10/15/22

Important Updates About Next Year’s Social Security Cost of Living Adjustment

To counteract inflation's effects the Social Security Administration increases payments with an annual Cost of Living Adjustment (COLA). How does it affect you?

Mike Heatwole, CFP®, AWMA® 6/25/21 Mike Heatwole, CFP®, AWMA® 6/25/21

A Feeling Of Security

When I got my first job in high school, I looked at my paycheck and was astonished at how much money was taken out for taxes. The federal taxes were not surprising, nor were the state taxes.

Mike Heatwole, CFP®, AWMA® 10/5/20 Mike Heatwole, CFP®, AWMA® 10/5/20

Will I Owe Income Tax on My Social Security Retirement Benefits?

Mike Heatwole, CFP®, AWMA® 7/1/19 Mike Heatwole, CFP®, AWMA® 7/1/19

Social Security Spousal & Ex-Spousal Benefits

Mike Heatwole, CFP®, AWMA® 3/6/19 Mike Heatwole, CFP®, AWMA® 3/6/19

What to Look For on Your Social Security Benefit Statement

Many individuals do not review their Social Security benefit statements on an annual basis. Your Social Security benefit statement is one of the most important documents to review during your working years and as you prepare for retirement.