• Do You Have a Social Security Strategy?

    As your retirement approaches, you’ll need to decide when it’s the right time to begin receiving your Social Security benefit payments. Many people choose to delay income from Social Security believing that’s the best approach, but is that the best choice for you? Here are some factors to consider:

    • Your health – if you have a chronic or serious illness, you may be better off taking benefits as soon as you can.
    • Your marital status – if you are married, delaying your benefit payments will increase the amount of the benefit and leave a larger survivor benefit for your spouse.
    • Your plans – you may want to keep working into your late 60’s, or you may want to receive income early so you can travel and enjoy your retirement.

    Everyone has different assets and needs unique to their situations, and different goals during their retirement years. We can help you decide on a plan that’s right for you.

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