The Social Security options available to divorcees.
How the death of a spouse affects your Social Security benefits.
How work affects your benefits.
How your benefits are taxed-- and what you can do about it.
How much can I expect to receive from Social Security?
Why does it matter when I apply? And when should I do it?
Do I have to actually retire to get benefits?
Will Social Security even be there for me?
After a consultation with us, you will learn:
How to avoid making a poor (and almost irreversible) Social Security claiming decision.
The huge impact of survivor benefits on smart claiming decisions.
How recent legislative changes may have impacted your strategy.
What to do if you were counting on claiming a strategy that's no longer available.
In a complimentary consultation, we'll cover:
David Ortiz is securities licensed through Investacorp, Inc. A registered Broker/Dealer Member FINRA, SIPC. Advisory services offered through Financial Chef Asset Management LLC a registered investment advisory firm and/or Investacorp Advisory Services, Inc. A SEC registered Investment Advisory Firm. Financial Chef Asset Management LLC is not affiliated with Investacorp, Inc. or Investacorp Advisory Services, Inc.