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Social Security Planning

When to take Social Security, Income Planning, Tax Planning

Another hot topic, and a few more million dollar questions. "When should I take social security? When should I retire? How much will I receive? Will it be enough? Is it worth it to wait?" These are other questions keeping soon-to-retire individuals and families up at night. The biggest question, is how long will you live? If you know the answer to that question, then you can answer the million dollar questions. If you’re unsure of your death date, we can use other parameters and measurements utilizing revolutionary software, that can estimate based on reasonable and logical parameters, the best time to turn on your benefits, when and how it will affect your retirement income, your taxes, and most of all, your lifestyle. We can help during what can seem to be a difficult decision process. Call or contact our office for your free report.

"It could be worth the wait, then again, it might not be. Let us help you wade through the Social Security muck!"

Call or contact our office today to schedule your free consultation!

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