One of the great benefits of having spent much of your adult life working is the monthly Social Security check that will be waiting for you sometime down the road. However, when and how you apply for your Social Security benefits is a critical decision that can result in a difference of tens of thousands of dollars over the span of your retirement.At The Heritage Group, our team specializes in maximizing Social Security for those ages 60 and up who are preparing for retirement or are in the early stages of retirement.
Social Security benefits have become increasingly complex as the laws governing them continue to change. Our advisors will help you understand the changes to the law and guide you to make informed decisions so the process will not seem so overwhelming. We can also answer questions regarding Social Security, including:
The selection of how and when you begin drawing your benefits is one that can only be appropriately addressed along with your whole financial picture. The Heritage Group can help you understand your filing options as a part of your holistic income plan for retirement.