Beyond Bulls & Bears

Social Security changes mean higher benefits for certain public workers
Wealth Planning

Social Security changes mean higher benefits for certain public workers

The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.

A marriage may end but not Social Security benefits
Wealth Planning

A marriage may end but not Social Security benefits

If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse. Our Bill Cass explains what couples need to know when getting a divorce.

Six things to know about Social Security survivor benefits
Wealth Planning

Six things to know about Social Security survivor benefits

For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead. Our Bill Cass discusses the details.