Skip to main content

Trott Brook Financial is a fee based financial planning firm in Anoka, Minnesota

  • Home
  • About
    • Our Story
    • Our Team
    • Why Us
  • Services
    • Retirement Planning
  • Content
    • TED Talks
    • UNCUT Outdoors
    • Newsletter
  • Client Login
  • Contact

    You are here

  1. Home
  2. Social Security

Social Security

Watch out for this tax trap - the Social Security tax torpedo

Submitted by Trott Brook Financial on April 12th, 2022
<
Tags:
  • Social Security
  • Add new comment
  • Read more

How are Social Security benefits taxed?

Submitted by Trott Brook Financial on March 31st, 2022
<
Tags:
  • Social Security
  • taxes
  • Add new comment
  • Read more

Social Security survivor benefits and the Government Pension Offset

Submitted by Trott Brook Financial on February 14th, 2022
<
Tags:
  • Government Pension Offset
  • Social Security
  • survivor benefits
  • Add new comment
  • Read more

Collecting Social Security early PART 2: Working and the earnings test

Submitted by Trott Brook Financial on February 5th, 2022
<
Tags:
  • Social Security
  • Add new comment
  • Read more

Collecting Social Security early PART 1: The basics

Submitted by Trott Brook Financial on February 4th, 2022
<
Tags:
  • Social Security
  • Add new comment
  • Read more

How Social Security Benefits Are Calculated

Submitted by Trott Brook Financial on April 21st, 2021

 

Tags:
  • Social Security

Is Social Security Going Broke?

Submitted by Trott Brook Financial on June 6th, 2019

Of the many topics having to do with Social Security, without question, the hottest and probably least understood is the fiscal health of the program. I regularly hear people quip that Social Security is “going broke.” But is this really true?

Tags:
  • Social Security
  • Read more

How are Social Security Benefits Calculated

Submitted by Trott Brook Financial on May 1st, 2019

My article on Social Security last month spurred several good conversations with clients. It’s obviously a topic of great interest to many so I’m going to stick with it for at least a few more columns.

Tags:
  • Social Security
  • Read more

Coming Changes to Social Security

Submitted by Trott Brook Financial on November 17th, 2015

A budget bill has passed both houses of Congress and is on its way to the president’s desk to be signed into law.  The bill contains changes that will impact future Social Security recipients.  

Tags:
  • Social Security
  • Read more

Categories

  • 2008 financial crisis (1)
  • bond buying (3)
  • capital gains (3)
  • CARES Act (1)
  • cash (1)
  • cash reserve (1)
  • cost basis (1)
  • COVID-19 (2)
  • cryptocurrency (3)
  • economics (2)
  • economy (6)
  • Edward Thorp (1)
  • election (5)
  • Federal Reserve (6)
  • financial planning (6)
  • forecasting (1)
  • Government Pension Offset (1)
  • H.S.A. (1)
  • health savings account (1)
  • healthcare (2)
  • I bonds (1)
  • interest rates (11)
  • investing (24)
  • Markets (3)
  • Medicare trap (1)
  • mortgage rates (4)
  • politics (6)
  • prediction (2)
  • predictions (1)
  • quantitative easing (3)
  • Real Estate (1)
  • retirement income strategy (1)
  • return on cash (1)
  • Roth conversions (1)
  • Russia (2)
  • savings (1)
  • savings bonds (1)
  • SECURE Act (1)
  • Social Security (9)
  • step up (1)
  • stock buy backs (1)
  • stock market (20)
  • survivor benefits (1)
  • tax planning (4)
  • taxes (1)
  • Warren Buffett (5)

Contact Us

Let's have a conversation about how Trott Brook can serve you. 

3601 Thurston Avenue, Suite 102
Anoka, Minnesota
55303 United States

3601 Thurston Avenue
Suite 102
Anoka, MN 55303

Phone: 763-213-1000
Fax: 763- 213-1001

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Investment advice offered through Trott Brook Financial, a Registered Investment Advisor

Check the background of our firm on FINRA's BrokerCheck by clicking here 

© 2025 Trott Brook Financial. All rights reserved.

Website Design For Financial Services Professionals