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Social Security Resources

When planning for retirement, an important decision is selecting the age to start taking Social Security.

Should you work longer? Can you work and get benefits? Can you retire and wait to take Social Security benefits? What are the trade-offs to take benefits now or wait until you get full benefits?

With the use of our financial planning software, we can help clients select the time to start taking Social Security based on their unique situation.  

Let us know if you would like to complete a financial plan that includes an analysis of when you should start taking Social Security.


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Resources to Learn More About Social Security

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Create Your Social Security Account

If you are under age 60, the Social Security Administration will only mail you your statement upon request.  But you can log onto the Social Security website and download your statement at any time.  To do this:

  • Got to
  • Select "my Social Security"
  • Select "Create an Account"
  • Select "Create New Account"
  • Check the box for "I Agree to the Terms of Service"
  • Fill in your personal information
  • When completed with this process, you will be able to download a copy of your Social Security Statement.
Access SSA.Gov

Call us today to discuss the Social Security available for your unique situation

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