Cypress Wealth Advisers

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?