Financial Planning

InvestmentNews – Parsing Social Security Rules for Spouses – Mary Beth Franklin


Please click the link below to view the InvestmentNews article on “Parsing Social Security Rules for Spouses”:

“The two primary claiming strategies are file and suspend and filing a restricted claim for spousal benefits only. Several professionals who viewed the training video asked if it is possible for both spouses to file and suspend their benefits or for both spouses to file a restricted claim for spousal benefits only. It is a logical question, but the short answer is no. Let me explain why…”

Click here to view the full InvestmentNews article

Top 10 Financial Steps For New College Graduates

May in a college town. It’s that time of year when seniors’ thoughts go from studying and finals to graduation and what life will look like as college graduates. Perhaps you have a great job lined up already or you are prolonging your time in academia with a stint in grad school. Maybe you’re still job hunting and polishing your resume, or going on a celebratory adventure. Whatever life post-college entails for you (or your kids for the parents reading this), here are ten proven steps to take once you enter the real world.READ MORE