Our clients often ask us if they should take their Social Security benefits at an early age or wait until their full retirement age. While each set of circumstances and situations are unique, we can determine how long it will take to recapture benefits "left on the table" and the age at which this occurs.
Our Social Security Calculator is designed to approximately show you what your Social Security Calculations will be by waiting and how much money you could’ve received if you didn’t wait. It could help you make educated decisions, If you would like to discuss further contact us to make an appointment today.
*Disclaimer – This is only an approximation, for more accurate computation contact the Social Security Office (800) 772-1213*
Beyond retirement there is nothing more important than leaving a legacy to those you leave behind. To assist in having your wishes conveyed to loved ones we have formulated a "Letter of Instructions" for you to instruct those who will take care of your affairs. A "Letter of Instructions" is an informal document that gives your survivors information concerning important financial and personal matters that must be attended to after your demise. As opposed to the other three essential estate planning documents - your will, durable power of attorney, and healthcare proxy(living will) - which you should have an attorney prepare, you can prepare a letter of instructions yourself.