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Social Security

Retirement | Social Security

Will My Social Security Benefits Be Reduced?

ByMichael T. Swartz, CFP® #BlankScreen February 22, 2024January 30, 2025

Will My Social Security Benefits Be Reduced? This flowchart will walk you through discovering the answer.

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Retirement | Social Security

Do I Qualify For Social Security Disability Benefits?

ByMichael T. Swartz, CFP® #BlankScreen January 19, 2024January 30, 2025

Do I Qualify For Social Security Disability Benefits? This flowchart will walk you through discovering your eligibility.

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Retirement | Social Security

Am I Eligible For Social Security Benefits As A Spouse?

ByMichael T. Swartz, CFP® #BlankScreen January 8, 2024January 30, 2025

Am I Eligible For Social Security Benefits As A Spouse? This flowchart will guide you through the variables determining eligibility.

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Retirement | Social Security

Am I Eligible For Social Security Benefits As A Surviving Spouse?

ByMichael T. Swartz, CFP® #BlankScreen January 7, 2024January 30, 2025

Am I Eligible For Social Security Benefits As A Surviving Spouse? This flowchart will guide you through the factors determining eligibility.

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Investment Advisory Services offered through La Crosse Financial Planning Inc. (“LaxFP”). LaxFP is a state registered investment adviser. LaxFP may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. SwartFP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SwartzFP’s web site on the Internet should not be construed by any consumer and/or prospective client as SwartzFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SwartzFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LaxFP.  A copy of LaxFP’s current written disclosure statement discussing LaxFP’s business operations, services, and fees is available here.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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    • About
    • Services
      • Financial Planning
      • Retirement Planning
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      • Insurance Advice
      • Tax Planning & Prep
      • Estate Planning & Documents
    • Pricing
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      • Health & Wealthness
      • Flowcharts
    • Contact Us
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