Assessing Your Current Situation
Making a Plan
Evaluating Your Retirement Income
Planning for Social Security
Managing Risk
Healthcare Considerations
Business Succession
Planning for Social Security
Most Americans consider Social Security benefits to be a significant source of reliable income in retirement. Deciding how and when to start drawing benefits will have a significant impact on your income, and thus your lifestyle in retirement, so it’s especially important to understand the options available to you.
The decision around when to begin taking Social Security is a key factor – but there are other important factors to consider:
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Your health and life expectancy
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Your spouse's or ex-spouse's benefit
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Whether or not you plan to work after age 62
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Your taxable income or other income sources in retirement
Learn more about Social Security decision factors.
Contact us to take the first step toward understanding when and how to apply for benefits.
As of May 1, 2011, new recipients of federal benefits, including Social Security retirement benefits, are required to establish direct deposit; physical checks will no longer be issued. Starting March 1, 2013, all federal benefits distributions will require direct deposit, so if you’re already receiving benefits on this date, you will need to establish electronic transfers to your bank or financial institution.your own text and edit me. I’m a great place for you to tell a story and let your users know a little more about you.
