There is One Best Trick for Maximizing Social Security Benefits

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Posted Sep 14

Do you get a lot of emails with the words “trick”, “weird” “secret”, “epic” and so on to the ends of hyperbole & hubris? I do. So I remind you again that the title of this blog- like all my titles -is a big, fat MYTH. There are two moving parts to Social Security benefit optimization:

  • Social Security regulations
  • Your life
  • And the most important part of that equation is Your Life, more specifically:

  • Your age
  • Your marital status
  • Your current and future budget
  • Your past, current and future income sources
  • How long and how much you expect to keep working
  • Your current health & genetic health history
  • Social Security is an important but relatively small puzzle piece. It’s worth a $25, ninety minute class and a free hour with me to be sure you have an unbiased and holistic picture of your future.