Social Security Planning

Social Security Planning

Social Security Planning is an important element in financial planning; in fact three foundation facts illustrate its importance:

  • Social Security makes up on average 64.8% of the total household income.
  • Every dollar you increase your Social Security income means less money you’ll have to spend from your nest egg to supplement your income.
  • The difference between the BEST and WORST Social Security election can be over $200,000 in lifetime benefits! 

Helping you understand longevity and modern life expectancies can enable you to make more informed decisions with Social Security. Our Social Security Evaluation tool includes break-even analyses to help determine whether higher payments from filing later outweigh extra payments from filing early. 


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