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Pack Your Retirement Plan Full of the Necessities

It’s never too early to start saving for retirement, and it’s never too late to start planning. If you’ve just begun your journey to retirement, consistently saving and strategically investing is where you should begin your focus. If you’re just a few short years away from retirement, now is the time to:

• Shelter your assets from stock market volatility
  
• Incorporate investment strategies consistent with age, timeline to retirement, and risk tolerance
  
• Optimize existing wealth and protect your livelihood through insurance
  
• Pack the right portfolio for retirement
  
• Map out a comprehensive retirement plan, accounting for investments, life and health insurance, income, estate, and legacy planning

When it comes to social security benefits, it’s important to know the facts. For the average American, Social Security Benefits account for about 36% of their retirement income. If you or a loved one have recently triggered your benefits or considering doing so- it’s important to know the following:

• What strategies are most suitable for maximizing your Social Security Benefits
  
• The importance of Coordinating Benefits With Your Spouse
  
• What Else Can Affect Your Monthly Benefits
  
• How and When to Make Your Benefits Claim

If you ignore these items, you could potentially miss out on thousands of dollars in lost benefits. For a personalized analysis Don’t let this happen to you.

For the average American, Social Security Benefits account for about 36% of retirement income. Don’t underestimate how important of a role Social Security can play in your life, or the life of a loved one. Call our office today to learn more about how you can maximize your benefits and receive a personal Social Security Benefits Analysis.