Financial Planning Services
Social Security Analysis
Social Security can be claimed as early as age 62 or as late as age 70. Upon reaching full retirement age, you are eligible to receive the basic benefit amount. However, the timing of when you file will determine if you receive more or less than the basic benefit amount. Delaying to file after the full retirement age will increase the benefit amount by 8% a year up until age 70. Filing before full retirement age will result in an amount that is lower than the basic benefit. Many individuals have trouble deciding when to file for Social Security. As financial planners, we have the tools available to help you make an informed decision, based on your unique goals and circumstances. Reach out today!
Common questions from clients:
What should I consider before buying a house?
Should I buy or lease a car?
Can I afford to start a business, buy property, or go back to school?
Should I consolidate retirement accounts from former jobs?
How much should I be saving vs. paying down debt?
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. No portion of the firm’s services should be construed as legal or tax advice, and legal and tax topics should be addressed with the qualified professional of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.