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Social Security and Medicare Planning

Navigating Social Security can be challenging. Social Security will factor into your retirement income but it takes a minor role in long term financial planning. Your investments and savings are the major players. As you approach the age when you can receive Social Security retirement benefits, you have options to consider and decisions to make. As your financial advisor, we will work with you and help navigate through these decisions.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.