Social Security Strategy Planning

Success in life is all about planning, and making the most of your retirement is no different. That’s particularly true when it comes to your Social Security benefits. It’s an extremely important component of your retirement since it’s a lifetime annuity. To put it another way, as soon as you begin to collect benefits, they will continue for the remainder of your life. Additionally important is the concept of the right of survivorship. When one spouse passes away, the other spouse is legally allowed to keep receiving a portion or all of the deceased’s benefits.

Keeping all this in mind, you can see why Social Security has the potential to be extremely useful during the course of your lifetime. It should be treated as a financial asset and, like any other component in your retirement portfolio, it should be maximized to the highest degree possible.

Since 1990, we’ve specialized in working with retirees and those preparing for retirement. By focusing on the key areas of investment management, tax planning, long-term care, risk management and estate planning, we can help you maintain your standard of living during retirement and seamlessly leave your resources behind to the people and organizations you care about the most. For more information or to schedule a consultation, contact us online or by phone today.