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Financial Advisor, Brian Biggs discusses the foundational elements of Social Security in this 3-part video series.

In this 3-part video series, one of our Financial Advisors, Brian Biggs, will walk you through the basic elements of Social Security and how it relates to a well thought out retirement plan. Brian works with many clients who are nearing retirement age and thought it would be good to discuss some of the common questions he receives about social security. This 3-part series will include, the basics of Social Security, Social Security for couples and Social Security for singles.

Part 2 – Social Security for Singles

In this second video, Brian will walk you through…

• Single at the time of filing separated into two groups, lifelong single or previously married (widowed or divorced)
• Considerations on when to start Social Security
• How to maximize benefits based on multiple factors
• Options unique to individuals

Check back on our blog next month for Part 3! If you missed Part 1, Social Security Basics, click here. And as always, if you have any questions or if you would like to review your retirement plan, please contact us. (Click here for contact information). Or if you’d like to learn more about our retirement planning and investment services, click here.

Want to learn more? Here’s an additional resource for you…

 

Social Security Tips and Tricks for All: Divorcees, Widows, Older Workers, Teachers, More

Article from Kiplinger.com

As you approach retirement, figuring out when and how to claim Social Security benefits looms as one of the most important tasks on your to-do list. Choosing the right time and best strategy could significantly boost your income—and the stakes are particularly high for couples. Judging by the amount of mail we get on this topic, many retirees and pre-retirees are grappling with the complexity of their choices. Here we’ve answered several common reader questions. The best decisions for you depend on your own circumstances, but knowing the basics will help you choose the right options. Click here to continue reading this article from Kiplinger.com.

 

Presented by Brian Biggs, CPA – Financial Advisor, Senior Tax Accountant

Learn more about Brian and the rest of the Storen Financial team here.