When is the best time to start taking Social Security to maximize your benefits?

When is the best time to start taking Social Security to maximize your benefits?

Social Security can be a lot more complicated than whether or not to file earlier or later.  Lot's of nuances can come into play such as health as well as many other circumstances.  Just because something was the right choice for somebody else doesn't mean it is the right choice for you.

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Common Mistakes

Common Mistakes

  • Thinking that the Social Security Administration will provide advice
  • Failing to see if you qualify for advanced claiming strategies like the Restricted Application
  • Not knowing if you have enough flexibility in your assets invested to delay Social Security
  • Not researching the break-even point for waiting
  • Not factoring in health and or life expectancy
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How we help.

How we help.

You don't have to make this decision alone, we are here to help you maximize your social security.  We'll go through some scenarios and come up with a personalized plan to help with your retirement.  Social security can be complicated, so we'll save you some time and any headaches and help you make the right decision.  Get started and schedule a call below.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.