Timing is everything when it comes to claiming your Social Security benefits. Social Security is the foundation of most retirement income plans. Yet, most people miss out on tens of thousands of dollars (or more!) in benefits.
You need someone who understands how the timing of your Social Security claiming decision can leave a lasting impact on your overall retirement strategy. What goes into making the best Social Security claiming decision? Our team will help you:
Understand changes to Social Security legislation
Identify the impact that your different income streams have on your overall retirement income
Optimize your Social Security claiming strategy
Morris & Pursley Financial Planning can help! We specialize in retirement income planning for Central Texans. Missy Pursley is a Retirement Income Certified Professional (RICP) and a Life Underwriter Training Council Fellow (LUTCF). Our firm has been helping Texans with annuities, life insurance, and long-term care insurance since 1954. We are committed to helping you with comprehensive retirement income planning, including Social Security benefit planning, Medicare coverage, and estate planning.
We can show you how to make the most of your Social Security decision and integrate it with your other retirement income sources. The recent pandemic and subsequent market volatility have left many people nervous about the future of the Social Security program. But before you claim your Social Security benefits early, it’s essential to know the long-term impact of that decision.
Set up an introductory call online. Our team is looking forward to helping you retire happy.
Disclosure: The information provided in this blog post is for educational purposes only and should not be considered as personalized financial advice. As an RICP (Retirement Income Certified Professional) financial advisor, I am sharing general knowledge and insights based on my professional expertise. The strategies and concepts discussed may not be suitable for everyone, and individual circumstances should be taken into consideration. It is recommended to consult with a qualified financial professional before making any financial decisions. I am not affiliated with any specific financial institution or company mentioned in this article. This blog post is not an endorsement or recommendation of any specific financial products or services. The content provided is accurate to the best of my knowledge at the time of writing, but it may not reflect the most current regulations or developments in the financial industry. Please consult with a professional advisor for up-to-date and personalized advice tailored to your individual financial goals and circumstances.