106 Things We Do For Clients, No. 17

by | Mar 15, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 17 of 106 Things We Do for Clients

Perform a detailed analysis and recommend when to start taking Social Security benefits.

Many people think that taking Social Security at age 62 rather than waiting until 70 will result in their having more money. For some people this is true, but for others it would result in a significant loss of retirement income. When you and your spouse should take Social Security depends on a number of variables. Often our analysis will find that spouses should not take benefits at the same age. We know how to maximize your Social Security by tailoring the right solution for you.

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