Social Security

2019's Social Security COLA Announced!

The time has come for another edition of Social Security Announcements. Last year, Social Security recipients received a decent bump of 2.0% and I explained a little bit more of the history of COLAs (cost-of-living-adjustments) and their relationship to Social Security HERE

4 Keys to Taxes on Social Security

Like many of the topics we go over regarding taxes, the taxation of Social Security income can get complicated. For many retirees, they start Social Security without even thinking about how it is going to affect their taxes until the following year. I meet with new clients all the time that can’t figure out why they owe a bigger bill at the end of the year.

The Largest Social Security COLA in 5 Years!

Every October, the Social Security Administration announces whether there will be a Cost-of-Living-Adjustment (COLA) to Social Security Benefits for the upcoming year.

2017 Paper Shredding Spree!

Gather your unwanted documents and join Veater Financial Group for our annual FREE paper shredding spree!


The Silent Thief & It's Impact on Retirees

Inflation is a well-chronicled topic among financial planners. It has been called “the silent thief” by many because it robs us, and especially those on fixed income, of purchasing power. Have you ever heard the phrase, “a dollar doesn’t buy what it used to these days?” That’s because the cost of goods have gone up.

The Bipartisan Budget Act of 2015

At the end of last year, President Obama signed into law the Bipartisan Budget Act of 2015.  This legislation was needed to avoid an impending default on U.S. debt as it raises the federal debt limit and establishes a framework for a two-year budget deal. It also contains multiple unrelated provisions, including an elimination of two Social Security retirement benefit claiming strategies.

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