Social Security Exploration
Today, nearly 90% of Americans age 65 and older receive Social Security income benefits.¹ Will your Social Security benefits be enough in retirement?
It is important to have a strategy in place to address some of those potential concerns. You may find it helpful to work with someone with experience with income planning to help address your retirement needs.
Bridge the gap in your retirement strategy. We can help:
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Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution.​
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Explain the importance of routinely verifying your Social Security statement earnings record for accuracy.
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Explore strategies that may enhance the benefits available to married couples.
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Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
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Examine potential effects of taxation on Social Security benefits in light of other sources of retirement income.
¹ Social Security Administration: 2024 Fact Sheet, January 2024
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.​