Upcoming Events at USF Alumni Association
Jan 23, 2020 | 6:00 PM | Thursday
USF Alumni Association
Community: Uptown Tampa
Free Workshop Gives You The Facts You Need For The Retirement You Deserve Get the truth about retirement planning from a fiduciary financial advisor who’s helped hundreds of families get the retirement they wanted.
Or how about that you should begin claiming at 62?
Or better yet, maybe you’ve been told that both you and your spouse have to claim at the same time?
Seems like we’re constantly told different things about Social Security in retirement…
… but here’s the thing:
The rules are not the same for everybody!
So if you do wait until you’re 70, you could lose a TON of money.
But if you claim too early, you could ALSO lose a ton of money.
The fact is that no two people are the same. Everybody has a different life path. Over the course of your career you paid a different amount into Social Security than your neighbor down the street. And his spouse will have paid in a different amount than yours…
… and all those differences add up.
For those reasons, it’s very easy to make a mistake. Not understanding exactly how you should claim, and WHEN you should claim could have you leaving unneeded dollars on the table over the course of your retirement.
And that’s YOUR money. Money you’re entitled to.
Cheesy as it sounds, Social Security really is a minefield. There are so many rules and regulations to follow that it’s almost impossible to get it right on your own.
For example, did you know that a married couple have 567 different ways to file?
If that’s not crazy enough, each of those 567 filing methods has dozens of rules and regulations attached it.
That adds up to THOUSANDS of things you could be doing wrong.
Not to be harsh, but without help to find the right path, almost every single American risks missing out on opportunities to potentially earn more money.
And it could be worse than losing money – you could wind up OWING money if you don’t file everything correctly and at just the right time for both you and your spouse.
If you feel lost and confused at this point, don’t worry. It IS confusing.
There’s so much to figure out, and a wrong step could have serious consequences for your retirement.
Thankfully it doesn’t have to be that way.
I’m a private and independent fiduciary financial advisor.
That means it’s my job to give p
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