Social Security Planning
Confused about your options for Social Security and Medicare? You are not alone! Some of the most frequent questions we get from those just about to retire are on how to make the smartest choices on claiming Social Security and how to maximize the income for the particular situation.
So, each in each monthly email, we plan on covering a different Social Security question or topic. If you have any questions on Social Security, please feel free to email or call us and and we will do our best to help you get the answers you need!
This month, our article is on Social Security for Widows
This year we will also be launching a series of EDUCATIONAL WORKSHOPS on Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income and later this year we plan on offering workshops on what you need to know to make smart choices regarding Medicare!
Our initial Social Security Planning workshop will help answer questions that we get a lot from clients and the community, such as:
- When should I apply for Social Security?
- What if I divorce or marry?
- How much more will I collect if I wait?
If you are interested in attending, know someone who is, or are a member of an organization that would like us to come and speak about Social Security, please let us know!
Steve Boorstein, PharmD, CFP®
Financial Planner & CEO
RockCrest Financial LLC