do-over provision

Using Social Security as a “Bank”

No, you can’t get a loan from Social Security to cover a large expense. You can, however, if all of the circumstances work for you, strategically obtain a short-term repayable advance on your benefits. This strategy involves the program’s one-time…

Entering Your 60s? It’s not too late to shore up your Social Security picture

With nearly a third of all seniors finding themselves totally reliant on Social Security for their independence, and with fully 62% of seniors depending on the program for at least half of their retirement income, it’s critical for so many to…

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