Social Security
Social Security
When should I start Social Security?
When should I start Social Security?
The Social Security Board of Trustees released their 2023 Report which forecasts that the Retirement Trust Fund may become insolvent by 2033, one year earlier than previously expected. At that time, they project that the program will only be able to pay 77% of scheduled benefits. (1)
Now’s the time to make sure you are up to date on all things relative to Social Security and its impact on your future in retirement. Start by checking your Social Security Risk Score.
(1) https://www.cbpp.org/research/social-security/what-the-2023-trustees-report-shows-about-social-security
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Kelly J. Carter - National Social Security Advisor Certificate Holder
Helping pre and post retirees with their Social Security Options!
Specialize in educating clients about their Social Security claiming strategies. Choosing the best time to begin taking Social Security benefits can help maximize your financial needs and retirement goals.
When, Why, and How
Should I File for Social
Security to Balance my
Benefits, Tax Exposure,
and Retirement Lifestyle?
Contact Us
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Kelly J. Carter - National Social Security Advisor Certificate Holder
Helping pre and post retirees with their Social Security Options!
Specialize in educating clients about their Social Security claiming strategies. Choosing the best time to begin taking Social Security benefits can help maximize your financial needs and retirement goals.
We can help you in the following areas
- Reverse Mortgage
- Social Security
- 401k
- 403b
- Annuity
- IRA
- TSP
- Retirement
- Long Term Care
- Tax
- Financial
- Final Expenses
- Life Insurance
- Medicare
- Disability Insurance
- Property and Casualty Insurance
- Employee Benefits
- Elder Care
We can help you in the following areas
- Reverse Mortgage
- Social Security
- 401k
- 403b
- Annuity
- IRA
- TSP
- Retirement
- Long Term Care
- Tax
- Financial
- Final Expenses
- Life Insurance
- Medicare
- Disability Insurance
- Property and Casualty Insurance
- Employee Benefits
- Elder Care
Helping retirees to understand and maximize their Social Security benefits using sophisticated Social Security strategies.
We are experienced
providing a diverse array of financial and non-financial services to address the individual needs of each client. We have taken advanced training and education relating to Social Security benefits and can assist with your unique situation.
Our mission
is to educate, inform and empower clients by providing thoughtful and experienced guidance. To build a relationship that will help clients address their financial goals and enjoy the future. Help clients to understand and maximize Social Security benefits using sophisticated Social Security strategies.
Our goal
is to provide unique Social Security strategies that will align
with your retirement and income needs.
Helping retirees to understand and maximize their Social Security benefits using sophisticated Social Security strategies.
We are experienced
providing a diverse array of financial and non-financial services to address the individual needs of each client. We have taken advanced training and education relating to Social Security benefits and can assist with your unique situation.
Our mission
is to educate, inform and empower clients by providing thoughtful and experienced guidance. To build a relationship that will help clients address their financial goals and enjoy the future. Help clients to understand and maximize Social Security benefits using sophisticated Social Security strategies.
Our goal
is to provide unique Social Security strategies that will align
with your retirement and income needs.
