The decision on WHEN to take Social Security is a complex choice that can greatly affect your retirement income and lifestyle. It is complex because there are many factors that affect the amount you can receive based both on work history and the age at which you decide to start receiving Social Security income. An overview of how the benefits work as well as answers to commonly asked questions can be found in our recent blog, Social Security: Retirement.
Personalized Social Security Advice
While there are many resources like our blog that provide information, the reality is that general information on Social Security is still overwhelming and confusing for many of our clients. What would be more helpful is a guide that shows YOUR income options of how much money you (and your spouse) can get at varying eligible ages.
Within our Wealth Management services, Earl Blackmon can offer custom reports that show you and your spouse’s anticipated benefits based on work history and retirement timelines. All you need to do is be a current client with Avizo and fill out the form below. After that, we will be in contact to get the authorizations needed and set up a meeting to go over the information in your guide.
Earl Blackmon, CPA
Avizo Group offers Wealth Management for clients who would like assistance in investing, saving, and portfolio diversification. This is an area of need for many of our clients who want to invest but need someone they know and trust to help them. Earl Blackmon holds a Series 7 and Series 66 license.