You know Social Security and retirement go hand in hand, but do you realize just how important it is to make the right claiming decisions? One misstep could leave you missing out on hundreds of thousands of dollars over a lifetime. That’s why your Social Security benefits should be considered a critical asset alongside other sources of reliable income.
Given the thousands of complex rules and hundreds of claiming options, you'll need someone with the skills and expertise to develop a strategy to maximize your retirement benefits. Through scenario planning, we can demonstrate how beginning Social Security benefits at different ages may impact your retirement, income over time. By factoring in key considerations such as your full retirement age, your other sources of income, your marital status and whether or not you choose to continue working we'll develop a strategy that optimizes your Social Security retirement benefits.
Knowing when to take your Social Security benefits is a critical factor in your overall retirement plan. You can look to our financial advisors for answers to all your Social Security questions.