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These are my parents_edited_edited.jpg


This is a simple decision with complex variables. We help clients understand the variables they should focus on to make a well-informed plan for their financial situation.


  • Will this impact my Medicare premiums? 

  • Should the market impact when I file? 

  • What role does my expected lifespan play in this decision? 

  • Will lifetime benefits be reduced if I have earned income?

  • How much of my SS benefit is taxed at 0%, 50% or 85%?

optimal social security strategy
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