Social Security? What’s to Plan?

SOCIAL SECURITY TOPICS

• Social Security? What’s to Plan?

• Why do so many people get it wrong?

• A Social Security Strategy?

• Why your advisor doesn’t offer this service

• When should you start planning your strategy?

• Your Eligibility for Social Security?

• What you already know about Social Security

• The Danger of Simple Calculators

• Why YOU are important

• Married Couple

• Single Individuals

• Widow(er)s and other survivors

• Divorced Individuals

• What to expect from our meeting

• How to prepare for your Social Security Maximization Plan Meeting

• Glossary

• Frequently Asked Questions

At any given moment, across the United States, people are waking up the morning after their sixty-second birthdays, and after their morning coffee they log into the Social Security website to sign-up for their benefits. Sadly, this simple, logical action may be one of the biggest financial mistakes they make, and may cost many of these people hundreds of thousands of dollars over their lifetimes.