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Nov 26, 2021

Liz Weston, a personal finance writer for Nerd Wallet, says you can gain … or lose … as much as $100,000, just by the way you claim Social Security!  And she says you never want to make your claim based on something a Social Security employee tells you.  But if we can’t rely on someone who works there to give us good advice, who can we turn to?

It’s November and Investopedia says you don’t want to wait ‘til the last minute to do your year-end tax planning.  So, what do we need to do and how do we get started?