Manage your money - we can help.

Latest News

Our Latest News

CLAIMING THE EARNED INCOME TAX CREDIT in 2021

CLAIMING THE EARNED INCOME TAX CREDIT in 2021 Starting in 2021, seniors can take advantage of the Earned Income Tax Credit also known as the EIC or EITC. Previously, this credit was much more restrictive (stopping at age 64), but now there is no upper age limit. EIC/EITC is a

Read More »
filling out a social security application

Why Is It Important to Use a Social Security Advisor?

Because Social Security is a necessary part of a comprehensive retirement strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits. Erin Fountain discusses her approach to helping her clients take the mystery out of Social Security

Read More »

HR 2100 What’s at Stake for SSA?

Historically, it’s not been often that changes have been made to Social Security, yet when it has it’s created a sweeping effect. Congressman John Larson, Chair of the Ways and Means Social Security Subcommittee has proposed for a few years now, measures to strengthen the funding of the program and

Read More »

Should I consider becoming a ‘Rehiree’?

IRS Provides Path to Rehire & Retain Employees The IRS has a favorable stance for employers and those who have already retired to return to work. Due to the COVID related labor shortages, employers have an option to rehire retirees and allow benefits to be paid to current employees, who

Read More »

Does your ride to Social Security need a check-up?

The most prominent question I’m asked about Social Security Retirement Benefits is when is the best time for claiming in order to get the most of one’s retirement. But no one ever asks, “how do I qualify and maintain my benefits?” Work credits 2022 – how and when they are

Read More »

What’s an ESG and how does it end up it my 401k?

ESG’s or as the acronym implies Environmental, Social and Governance funds are those focused on a holistic valuation of a company in terms of how it performs in these specific areas. Theoretically, it’s a noble pinnacle to achieve: implementing policies that favor mother earth, recognize social equality, and keeps customers,

Read More »

A Widow’s Right to File a Claim

suncoastSSAdvisors.com Featured Author shares – Tom Margenau is not only a current author of articles about Social Security, he worked for them – imagine his insight; recently, I came across an excerpt from his article in an online source Tuscon.com.(Aug 2021). In agreement for his permission to share this I

Read More »

How Long Can the IRS Levy on Social Security?

Did you know that the IRS can levy a portion of Social Security payments to satisfy tax liabilities? If the taxpayer does not make full payment, enter a payment agreement, or an offer in compromise the IRS has the administrative right to levy without a court order. What makes this

Read More »