Choosing the best Social Security strategy for your situation can be overwhelming.
This is made all the more difficult by conflicting financial advice and increasing complexity about how and when to claim. Since we started this class in 2012, we've seen the same uncertainty time and time again: How do I know I’m getting the most out of my Social Security?
In this class, you will learn how to:
Plus, gain specific strategies to:
We created the Social Security Strategy class to equip you for Social Security — and we’re making this available to you at no charge. It’s our way help you get acquainted with us in the privacy of your own home.
The entire course is about 60 minutes and packed with useful information. Don’t worry if you cannot finish it. You can start and stop at any time.
When you complete the online class, we’ll send you a Social Security Readiness Checklist that compiles 15 vital questions you should ask before you apply for Social Security. This brief checklist is a simple, actionable way for you to take what you learn from this class, and apply it to your specific situation.
We are a team of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.
Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.
Different Types of Retirement:
Live Longer In Retirement
Source: http://longevity3.stanford.edu/wp-content/uploads/2013/09/SOA_SCL_Final.pdf, Page 13
The History of Social Security
Age Required to Receive Full Social Security Benefits
Qualifying for Social Security
Source: https://www.ssa.gov/news/press/factsheets/colafacts2016.htmSource Source: http://www.dol.gov/ebsa/pdf/retirementtoolkit.pdfEarly/
Late Benefit Comparison Chart
Working and Collecting Benefits
The Solvency of Social Security
Choices We Face for Restoring Solvency
New Laws Affect Future Social Security Claiming Stragegies
New Law: Applies 3 Sets of Rules to 3 Different Groups
Claiming Social Security Benefits Following a Divorce
Source: www.aarp.org/work/social-security/info-02-2011/social_security_mailbox_survivor_ benefits.html
Potential “Fixes” For Those Who Have Already Started Collecting Early Benefits
Part B - Medicare Costs
Social Security Administration Guide