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Savvy Social Security Planning for Couples


Most people think that claiming strategies are essentially boiled down to claiming early, at retirement age, or late. However, that’s an oversimplification of an incredibly complex concept, because there are over 500 claiming strategies for Social Security! 

Social Security will likely have the single greatest impact on your retirement income. According to the Social Security Agency, 61% of retired workers count on their benefits to provide at least half of their monthly income. It drastically impacts your entire retirement outlook and affects every area of your finances. 

So, do you have the right strategy?

This Savvy Social Security Planning for Couples class provides information regards to:

  • How to read your Social Security Statement and how much Social Security you stand to receive over your lifetime

  • When to start your benefit

  • Strategies to maximize your benefit

  • Strategies to maximize the spousal benefit

  • Strategies to maximize survivor benefit

  • How to select your claiming strategy and reduce taxes on your benefits


                                   Upcoming Classes


Bloomington

Date: February 5

Time: 6:30pm

Register

Anoka

Date: February 13

Time: 6:30pm

Register

Eden Prairie

Date: February 26

Time: 6:30pm

Register

Minnetonka

Date: March 31

Time: 6:30pm

Register

Eden Prairie

Date: April 7

Time: 6:30pm

Register

Bloomington

Date: April 23

Time: 6:30pm

Register

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.