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We dig into the basic concepts of your Social Security Retirement Benefits.  Here you will learn:

  • The basic elements of  how your benefit is computed
  • How Spousal Benefits are computed, and
  • Survivor Benefits.

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This series of videos deals with….

  • Working while Receiving Social Security
  • Taxation of Social Security Benefits
  • Special Situations: Windfall elimination provision and Government Pension Offset.

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How Do You Evaluate Your Decision?

Do you start your Social Security early and receive a smaller benefit longer? Or do you wait to start your Social Security and receive a larger benefit?  It is a difficult question to answer. We will lay the frame work you can use to make a decision about your benefits.

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Understanding Your Social Security Benefits

Sometimes the best way to understand how Social Security will impact your retirement is to look at your unique situation.  Our experienced advisors can help you make a good decision for your and your family.

  • Look at benefits for you and your spouse (if married)
  • Help you evaluate different options by claiming your benefits at different ages.
  • Show you how your decision can impact your other retirement savings.

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