We believe the best work is done through collaboration. Within our team, with our clients. Principles in practice together.
Key Takeaways: There are many unique situations that could justify taking Social Security earlier. The psychological benefits of a new income stream can relieve anxiety around a new planning strategy. To take Social Security before age 70, the financial and non-financial benefits of claiming Social Security early should outweigh the benefits of deferral. … Continued
As financial advocates and planners, we are typically the first to learn of a potential retirement. Most clients want to know if they are going to have enough money during retirement and how they will make their nest egg last for potentially 30+ years. This is our area of expertise and we pride ourselves in … Continued
Key Takeaways: Americans turning 66 in 2019 should consider the Restricted Application strategy The File and Suspend strategy has been eliminated as an option for new applicants These and potential future Social Security reforms are controlled by Congress. Social Security is the biggest source of retirement income in our country. In 2015, 34% of … Continued