Many people don’t fully realize the potential of the social security benefits program. After working hard your entire life to save money for retirement, you want to put your money to work in the most efficient way possible. Your strategy for claiming Social Security is extremely important in relation to your overall retirement plan.
We can simplify the process by creating a well-thought-out plan that strives to help you avoid costly errors.
Find more information about the social security services below and feel free to request a FREE consultation.
Social Security is an intricate and confusing program. What is necessary is a steadfast advisor by your side guiding you through the twisted maze of red tape and unnecessary bureaucracy.
Making mistakes when it comes to social security can come with some major financial repercussions. Our team of trained professionals can help you find the claiming strategies that help ensure you don’t leave money on the table.
One of the biggest mistakes people make is their timing when it comes to beginning to claim their Social Security checks. As we said before, there are numerous nuances that can greatly affect your claiming strategies, and if done wrongly, cost you a pretty penny too.
Such mistakes can cost a significant amount of money. That’s why a detailed strategy created by an experienced financial advisor is not just recommended, but necessary!
Your social security plan should consider not only your sources of income but your health, your level of financial security, and your greater financial goals. Free online calculators may give you a general picture, but they often fail to address all relevant factors specific to your unique situation. For customized advice, it’s best to work with a professional financial advisor. At MacDonald Financial, our team helps you make logic-backed resolutions that underpin your short- and long-term monetary objectives.