Social Security Planning

Few know about the recent changes to Social Security through the Bipartisan Budget Act of 2015. These include changes to available filing strategies and potential increases to health care costs through Medicare surcharges. Our software tools and analysis reflect these recent law changes and help you assess the optimal timing of your benefit election. Leverage our Social Security Optimization Tool which helps clarify your decision-making and enlightens your way forward.

Choosing one strategy over another could mean $100,000’s in savings over retirement. Let us help you make the right choice when it matters most!