By Paul S. McNulty, CFP® We’ve been hearing for many years about the impending “gray tsunami”—the wave of baby boomers who will retire—and
What Are Some Common Social Security Mistakes Pre-Retirees Make?
By Paul S. McNulty, CFP® Though you may have retirement accounts like a 401(k), IRA, or even a pension, Social Security benefits are likely still a
How Could Social Security Affect Your Financial Plan?
By Paul S. McNulty, CFP® Have you wondered how you can optimize your Social Security benefits so they enhance your financial plan? Do you
Your 2020 Social Security Guide
By Paul S. McNulty, CFP® The number of Americans retiring has nearly doubled in the past 20 years with 10,000 people a day reaching age 65.
Is It Time To Schedule A Social Security Review Meeting?
By Paul S. McNulty, CFP® For many Americans today, Social Security holds a significant place among their retirement assets. A safety net born out
Do You Have Questions About Your Social Security Benefits?
By Paul S. McNulty, CFP® These days, Social Security is a significant retirement asset for the majority of Americans. Born out of the Great
How Much Do You Know About Social Security?
By Paul S. McNulty, CFP® Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s
Your 2019 Social Security Benefit Guide
By Paul S. McNulty, CFP® Over 67 million Americans receive Social Security benefits, most of those retirees. (1) With a program that impacts so
Common Social Security Mistakes Pre-Retirees Make
By Paul S. McNulty, CFP® As someone with a sizable nest egg and considerable assets, you might think that your Social Security benefits aren’t a