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Savvy Social Security Planning for Baby Boomers

Baby Boomers are asking:

  • How to decide when to collect your benefits.

  • How to coordinate benefits with your spouse.

  • ​​​​​​​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:

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