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Social Security

There are hundreds of ways to file with Social Security. Whether you are married, widowed, divorced or single, your filing strategies are different. One of the most important decisions you need to make before you retire is when and how to claim social security benefits. About half of retirees apply for their benefits as soon as they become eligible at age 62. By doing so, they may significantly and permanently impact their income and benefits The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

When you retire, you will continue to need income. That income need may be addressed with social security, a pension benefit, an employer sponsored retirement plan and/or personal savings. Many people will experience a deficit. Our goal is to help bridge the gap through retirement so that you can continue the same standard of living you have today.


Attend one of our workshops to learn more