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As pension plans become more rare, Social Security will rise as a key source of guaranteed income for most of us as we retire. Filing for benefits at the appropriate time is critical. Unfortunately, many factors often come into play, and knowing when to file isn’t always clear. Having professional guidance can make all the difference in securing your long-term retirement income.
As specialists in Social Security Planning, we have a deep understanding of the complexities of social security laws and regulations. We are here to help you successfully navigate the often-complicated process of filing for benefits. Implementing appropriate strategies can save you thousands of dollars over your lifetime, so getting proper guidance is essential for maximizing your benefits. We offer a social security analysis that illustrates the benefits you could receive, using a variety of claiming strategies.
By considering all of your individual circumstances, we can help you identify when to take benefits and whether you should file individually or as a couple. If you’re divorced, you may be eligible for benefits from your ex-spouse if you haven’t remarried. Many times, multiple factors come into play that can affect your outcome. Every client’s situation is slightly different, so taking a comprehensive look at your finances is key for making sound decisions for this important aspect of your retirement.