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Social Security Strategies

With Social Security representing nearly half of most retirees’ total income, the stakes couldn’t be higher. Yet here’s the shocking truth: only 22% of financial professionals consider themselves very knowledgeable about Social Security strategies.*

Why Most People Get Social Security Wrong

Social Security isn’t just about turning 62 and filing for benefits. The timing of when you claim, how you coordinate with your spouse, and which claiming strategies you use can dramatically impact your lifetime income. Unfortunately, even well-meaning Social Security office staff can’t advise you on optimization strategies — they can only explain the basic rules.

For most Americans, Social Security provides about 49% of their retirement income.** Getting this decision wrong doesn’t just affect one year — it impacts every single year of your retirement.

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Maximize Your Social Security Strategy

Our team of financial advisors teaches comprehensive Social Security workshops at local colleges twice a year. You’ll discover strategies that could add thousands to your annual retirement income that the Social Security office simply won’t tell you about.

What you’ll learn:

  • Common Social Security misconceptions that cost retirees money
  • How to coordinate benefits with your spouse for maximum household income
  • How to minimize or eliminate taxes on your Social Security benefits
  • How to optimize your benefit with techniques the Social Security office won’t tell you
  • Ways to incorporate Social Security into your Income Distribution Strategy
  • How public pensions affect your Social Security benefits

Ready to maximize your Social Security benefits? Contact us online or call our Sidney office at (937) 498-1128 to secure your spot in our next workshop.

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This One Social Security Mistake that Could Cost You $100k!

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Join our Free Retirement Workshop

We host live retirement classes twice a year, once in the Spring and again in the Fall. Each class runs over two evenings and covers the most important parts of planning for retirement, including:

  • Taxes in retirement
  • Healthcare and Medicare
  • Estate planning
  • Investments
  • Income planning

Whether you’re just getting started or already in retirement, these sessions are packed with helpful info to give you more clarity and confidence about what’s next.

Ready to secure your spot? Call our Sidney office at (937) 498-1128 or send us a message for upcoming dates and registration.