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Social Security Planning

Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status.

Everyone used to get their Social Security Benefit Statement every year, but now they are only sent out every five years from age 25 to 60, then annually until you start receiving benefits... but you can get a benefit estimate anytime if you sign up for a “my Social Securityaccount on the social security website and you can do that by clicking here:

Sign in or Create a my Social Security Account

Once you have access to your current Social Security Benefit Statement, we can help you factor your potential benefits into your MoneyEdge Financial Plan so you can consider your options and try and maximize your benefits.

And here are some Social Security facts that can help:

Five Social Security Facts you need to know