Gateway Financial Partners

September 2023

Social Security Part 3 – Insolvency

In the first two parts of this 3-part blog, we discussed how much money you could get from Social Security based on your work history and family situation.  But what if the Social Security trust fund isn’t there to pay your full benefits?  In this blog, we discuss what happens when Social Security goes insolvent […]

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Social Security Part 2 – The Exceptions

In part 1 of this 3-part blog, I outlined how to understand the Social Security benefits you could be eligible for based on your own earnings record.  But it is possible that you could be eligible for more benefits based on your current or former spouse’s earnings record instead.  So, let’s look more closely at

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Office desktop.

September 2023 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Equities pulled back in August, with volatility back on the rise. Notable events driving the market volatility were a US credit downgrade, China continuing to experience worsening economic conditions, and uncertainty on future Federal Reserve monetary policy decisions as a result of persisting inflation. US equities, as measured

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Social Security Part 1 – How to Read Your Statement

Americans love the royal family.  And I’m English (my mom was born and raised there) so let me try to spice up the topic of Social Security with a royal family metaphor.  Social Security is like Prince Harry – widely known but never fully understood.  I cannot figure out what Harry is doing right now,

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