16 Reasons to Proactively Plan Your Social Security Claiming Strategy

It’s no surprise that the biggest retirement fear is outliving your retirement savings.

Understanding how Social Security integrates with your overall financial and retirement planning is critical. There is no “one size fits all” category. Why is this so important? Check out my list!

Demystifying The Social Security Spousal Benefit

Without fail, when I sit with clients to discuss maximizing their Social Security claiming strategy the higher earning spouse will say rather emphatically, “My spouse will get half of mine”.

WELL, THAT’S A BIG FAT MAYBE!