Social Security Rules Are Changing

When to claim social security can have a significant impact on your retirement.  There is no one strategy that is best for everyone.  We recommend that you incorporate your decision on social security into your retirement plan and consider how the timing of taking social security will impact your retirement income stream and likelihood that you can meet your goals during retirement.  Below is an article that does a nice job discussing the changes:

http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/articles/2016-01-18/how-to-navigate-social-security-and-optimize-your-benefits

Please call us if you would like some help with your decision.

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This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice.
 
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