8 Social Security Topics to watch in 2026?
Simi Valley, Moorpark, and Thousand Oaks are not inexpensive places to retire.
April 27, 2026
Category: Social Security
April 14, 2026
Is Social Security in Danger?
For many people, Social Security is looking less secure. Should they be worried?
April 6, 2026
Social Security in 2026: 4 Themes (and What They Mean for Your Retirement Plan)
Social Security 2026 has issues. It isn’t “ending”—but four things are changing fast: Gen X is lining up with new questions, reform pressure is getting real, the “best” claiming age depends on your life (not just math), and dealing with the Social Security Administration can still be a time-suck. Here’s what to watch—and what to do
January 19, 2026
Should I take social security at 62 or 70? The Real Math for Simi Valley and Moorpark.
Short answer up front: if you’re healthy and can afford to wait, 70 usually wins on lifetime dollars; if cash flow is tight or your health isn’t great, earlier can make sense.
October 20, 2025
7 Retirement Mistakes Pre-Retirees Need to Avoid.
If you’re within 5-10 years of retirement and have built a portfolio north of $1 million, congratulations—you’ve done the hard part. Now, it’s about avoiding retirement mistakes.
July 22, 2025
IFG Viewpoint & Outlook
No Tax on Social Security Benefits?
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
January 27, 2025
Retirement
Social Security Answers to The Most Pressing – Questions.
Social Security decision-making isn’t as easy as it was for our parents and grandparents. When they became eligible, they simply went downtown (remember those places?) and simply filed.
Not so easy today. Social Security decision-making has become more complex and, unfortunately, because of that, there are few ‘simple’ answers.
July 6, 2023
Retirement
What Baby Boomers Need to Know About Social Security in 2023!
Social Security claiming decisions aren’t as simple as they may appear. The decisions you make for yourself can impact your spouse, your future taxes, and even the bite Medicare premiums take from your Social Security benefits.
April 11, 2023
Retirement
Should You Take Social Security Early and Continue to Grow your IRA?
Many people believe they should take Social Security early in order to keep from drawing down IRA assets, believing that the longer they can grow the IRA tax-deferred, the better off they’ll be.
Are they wrong? Maybe. Maybe not. Different people are in different circumstances.
March 20, 2023