Social Security Archives - Cornerstone Wealth Strategies

Preparing for Retirement Webinar

Post author:Joel Ockey
Post published:July 30, 2026
Post category:Financial Planning Investing Retirement Social Security Taxation Video

Planning for retirement starts long before your retirement date. In this webinar, retirement planning expert Joel Ockey reviews key considerations for individuals who are 5-7 years from retirement, including budgeting, retirement income sources, Social Security options, pension decisions, Medicare planning, and important retirement milestones. This recorded session provides an overview of the decisions and timelines that can help support a smoother transition into retirement.

Initial Steps After Suffering A Loss

Post author:CornerstoneWealthStrategies
Post published:February 19, 2026
Post category:Account Resources Estate Planning Family Financial Planning Insurance Legal Social Security Video

Losing a loved one is never easy, and even the most practical next steps can feel overwhelming in the midst of grief. Our “Initial Steps After a Loss” webinar was created to offer clarity, comfort, and guidance during an incredibly difficult time.

Basics of Social Security

Post author:Tyler Scott
Post published:February 5, 2026
Post category:Education Social Security Video

Understanding how Social Security works is a critical part of building your retirement plan. Our Basics of Social Security webinar presented by Tyler Scott provides a clear, accessible overview of how the system functions, what factors impact your benefits, and how to make smart claiming decisions that support your long‑term financial goals.

What To Do If Your Data Has Been Breached

Post author:CornerstoneWealthStrategies
Post published:September 5, 2024
Post category:Account Resources Asset Protection Social Security

It feels like we are notified weekly that our data has been breached by one source or another. Most recently, according to a class action lawsuit, National Public Data –…

Early Social Security

Post author:Matt Wiser
Post published:April 11, 2024
Post category:Financial Planning Retirement Social Security Video

Wondering when to start taking Social Security? In this episode of Cornerstone Clips, Matt breaks down the pros and cons of claiming benefits early versus delaying, using the age 78 break-even point as a key decision factor. Learn how longevity, investment returns, and part-time work can impact your strategy.

When should I take Social Security?

Post author:Tyler Scott
Post published:July 1, 2022
Post category:Financial Planning Social Security

One of the most important and common questions that retirees face is when to take social security benefits. Regrettably, there is no “one-size fits all” solution to the question. The…