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Social Security

Social Security

A comprehensive retirement income plan shouldn’t overlook how to maximize Social Security benefits.

The decision of when to file for Social Security benefits is perhaps one of the most important decisions you’ll make as you prepare for retirement. You generally only have one chance to get it right, and the consequences of that decision can have a dramatic effect on how well your financial needs are met in retirement. It’s imperative that you have more than just a basic understanding of how Social Security works in order to fully maximize the benefits available to you. 

Let me help you make sense of Social Security and uncover ways to maximize your benefit amount. Together we can address:

  • When to file for Social Security benefits

  • Various Social Security options and how to qualify

  • Advice for ensuring you're receiving your maximum benefits

  • Challenges for those with special circumstances

  • Considerations for the future of the program

If you have questions about Social Security benefits, look to me as a resource for navigating this complicated and sometimes confusing landscape.

Here are some helpful links.

Social Security Administration

SSA Retirement Estimator

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