Watch Now:

The Social Security Puzzle: Putting the Pieces Together



What you will learn:

  • Explore different perspectives people have on Social Security
  • Master the intricacies of calculating your Social Security benefits
  • Understand the top questions to ask when putting together a powerful Social Security strategy

If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at

Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.


Your complete guide to Social Security

Learn how to maximize your retirement benefits.

Fill out the form below to download the Social Security Guide.

The social security retirement benefits guide answers the questions that are most frequently asked by our clients

  • How is FICA calculated?
  • How is my retirement benefit calculated?
  • What if I claim my retirement benefit outside of my full retirement age?
  • How will my retirement benefit be taxed?
  • Can I work part-time and claim my retirement benefit at age 62?
  • When should I claim social security benefits?

Fill out the form to have a copy of the Social Security Guide delivered to your inbox.

A Guide to Alternative Investments and Their Place in Your Portfolio

One of the biggest choices investors face is deciding which assets they should own in their portfolio. It’s well understood that simply saving and holding cash won’t cut it when saving for retirement and for years, the generally accepted rule has been that investors can utilize stocks as the growth...

Learn More >>

Qualifying for health Insurance tax subsidies in retirement

One of the challenges of an early retirement includes the need to budget for increased health insurance expenses prior to the onset of Medicare at age 65. During our working years, health insurance is typically provided at no cost by our employer or at a significantly reduced cost with employer...

Learn More >>

The Stock Market Doesn’t Always Make Sense: Here’s Why

The stock market is often erratic in the way it moves, contrary to what many people think will happen or how the market should react. Oftentimes when the market doesn’t make sense, it is right anyways. It’s easy to think of the stock market and the economy as intertwined, but that is not always the...

Learn More >>

Breaking Down Types of Long-Term Care

Long-term care can be overwhelming to plan for, but the reality is an individual who turns 65 today has a 70% chance of needing a type of long-term care during their lifetime. Not planning can cause more stress on family members or drain saved retirement funds. With all the information out there,...

Learn More >>

Paystub Analysis: How to Avoid Tax Penalties

A paystub is an important, yet often neglected, document. In a world of direct deposits and electronic delivery, paystubs are often left gathering virtual dust. It can be tempting to assume that all is well and move on, but this one page can actually hold a plethora of valuable information as it...

Learn More >>