“When should I claim Social Security based on my income needs, taxes, life expectancy, spouse, and overall retirement plan?“
You’ve come to the right place!
Get your “The Social Security Elephant in the Room,” practical Social Security claiming guide that walks through the major considerations and includes a simple decision flowchart you can complete in about five minutes.
You also may like learning about What Baby Boomers Need to Know!
Enjoy!
Jim
Interested in becoming an IFG client? Why play phone tag? Schedule your 15-minute introductory phone call!
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
Opinions expressed are those of the author. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.
