Welcome everyone – My name is Sherri James
and I'd like to share with you the 9 things you need to know in order to make the most of your social security benefits for your retirement. We will talk about considerations for singles, couples, divorced people and widows. We'll even look at Social Security's unique taxation.
What To Expect
How to coordinate your social security benefits with other retirement income sources
Understand the sustainability of social security and how your benefits may be impacted
Know the ways that social security may change in the future
Recognize how your benefit amount changes according to when you take your benefit
Determine the break-even point when you delay your social security benefit
Disclosure
Investment advisory services are provided through EFC Wealth Management Firm, LLC, a registered investment adviser. Insurance products and services are offered through EFC Insurance Agency, CA Ins. #0H87076 and EFC Wealth Group, Inc., CA Ins. #0B92957.