Category archives: Social Security

How to Lower Your Medicare Premium

Social Security, Taxes

How to Lower Your Medicare Premium

by on June 13, 2017

$428.60 per month!!  That’s what some of you could be paying in Medicare Part B premiums if your income is “high enough” based on IRS standards.  There are five tiers of Medicare Part B premiums ranging from $134.00/month to $428.60/month.  Medicare Part B premium amounts are based on your Modified...
Continue Reading »

How to Lower Your Medicare Premium

by on June 13, 2017

$428.60 per month!!  That’s what some of you could be paying in Medicare Part B premiums if your income is “high enough” based on IRS standards.  There are five tiers of Medicare Part B premiums ranging from $134.00/month to $428.60/month.  Medicare Part B premium amounts are based on your Modified...
Continue Reading »


How to Lower Your Medicare Premium
Should You Consider Buying Less Life Insurance?

Social Security

Should You Consider Buying Less Life Insurance?

by on May 5, 2017

Have you ever wondered how much life insurance you should buy?  Some “financial experts” argue that you need an amount equal to a certain number times your salary (e.g. 10 times your salary) while others argue that you need enough to pay off your debt, replace your income, and cover...
Continue Reading »

Should You Consider Buying Less Life Insurance?

by on May 5, 2017

Have you ever wondered how much life insurance you should buy?  Some “financial experts” argue that you need an amount equal to a certain number times your salary (e.g. 10 times your salary) while others argue that you need enough to pay off your debt, replace your income, and cover...
Continue Reading »


Should You Consider Buying Less Life Insurance?
Your Spouse May Be Worth Even More Than You Think!

Social Security

Your Spouse May Be Worth Even More Than You Think!

by on May 5, 2017

“Can I draw a Social Security benefit from my spouse?”  This question came from a couple (let’s call them Jim and Mary) who attended a Social Security session at a recent Michelin pre-retirement seminar.  During the presentation, I spent some time discussing various Social Security claiming options including spousal benefits. ...
Continue Reading »

Your Spouse May Be Worth Even More Than You Think!

by on May 5, 2017

“Can I draw a Social Security benefit from my spouse?”  This question came from a couple (let’s call them Jim and Mary) who attended a Social Security session at a recent Michelin pre-retirement seminar.  During the presentation, I spent some time discussing various Social Security claiming options including spousal benefits. ...
Continue Reading »


Your Spouse May Be Worth Even More Than You Think!
Three Social Security Mistakes To Avoid

Social Security

Three Social Security Mistakes To Avoid

by on April 14, 2016

Can we all agree that Social Security claiming strategies are complex and sometimes very confusing? Although Social Security has garnered quite a bit of attention over the past few years from financial “experts” and mainstream media alike, I feel there is still a great deal of confusion among most people...
Continue Reading »

Three Social Security Mistakes To Avoid

by on April 14, 2016

Can we all agree that Social Security claiming strategies are complex and sometimes very confusing? Although Social Security has garnered quite a bit of attention over the past few years from financial “experts” and mainstream media alike, I feel there is still a great deal of confusion among most people...
Continue Reading »


Three Social Security Mistakes To Avoid
Confused by Social Security claiming strategies?

Social Security

Confused by Social Security claiming strategies?

by on May 14, 2014

Social Security claiming strategies have become a popular topic in recent months. Chances are you've read an article, watched a segment on a news broadcast, or heard a segment on a radio program regarding the various Social Security claiming strategies. These strategies are confusing, and if you've read the articles...
Continue Reading »

Confused by Social Security claiming strategies?

by on May 14, 2014

Social Security claiming strategies have become a popular topic in recent months. Chances are you've read an article, watched a segment on a news broadcast, or heard a segment on a radio program regarding the various Social Security claiming strategies. These strategies are confusing, and if you've read the articles...
Continue Reading »


Confused by Social Security claiming strategies?

Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

You are leaving the PlanFIRST website and going to TalkingMoneyRadio.com, an independent website not affiliated with PlanFIRST.