Deciding when to start taking Social Security benefits for yourself and/or your spouse can be a confusing and stressful process. We can help you navigate the many choices, and also create a plan that will show you how your Social Security benefits can work with your other retirement income sources to meet whatever your goals may be.
Our planning process includes looking at the age you wish to retire and your expected benefits at several different ages. Your plan will show you the different scenarios, including the optimal choice for your situation, and how your plan would change depending on which option you choose. Understanding each outcome will give you peace of mind that you have selected the option that is best for you.
Below are some articles and videos with more information about Social Security. We invite you to take a look and reach out to us with any questions. We would be happy to set up a complimentary meeting so you can learn more about our planning process.
Social Security: By the Numbers
9 Facts About Social Security
A Fruitful Retirement: Social Security Benefit
Do you know how to:
Determine your actual costs in retirement?
Control and minimize debt?
Build your assets?
Save enough money before you retire?
Have the income you need after you retire?
Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.
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