Do you have a plan for Social Security?
We can help you find the ideal strategy for Social Security based on your unique situation.
How does Social Security factor into my retirement plan?
Should I take my Social Security early or delay it? Should my partner and I take at different times? Your situation will create its own optimal strategy for Social Security.
We can help you clarify and explore different options while factoring Social Security into your overall retirement plan. For an average earner who retired at 65, 38% of retiree’s past earning is replaced by Social Security.¹ We can help check to see if you are getting the correct amount, show you the effects on taxes, help you strategize for the long term. How do I increase my Social Security? Will Social Security last through my retirement?
We can help you answer these questions
When we enter into any planning process with a client, we take the time to understand your goals and prioritize what you need, what you want, and what would be nice to have. We use powerful financial planning software that can address these complex questions in detail, yet provides analysis that is straightforward and easy to understand. We can create a model of your financial life and try out different possibilities for Social Security. We pride ourselves on staying update on Social Security to provide the most current information that’s relevant to your situation.
At Retirement Capital Strategies, we focus on the needs of the client who is retired or preparing for retirement. We specialize in building financial plans that seek to generate lifetime income streams in retirement, and we are committed to developing a strategy that will put your financial resources to work in support of the retirement lifestyle you want to create.
1.”Policy Basics: Top Ten Facts about Social Security”
https://www.cbpp.org/sites/default/files/atoms/files/8-8-16socsec.pdf