Baby Boomers Beware – Do You Really Understand Social Security? If Not, Mistakes Could be Costly
Independent Financial Services is offering a free seminar for anyone ages 55 to 65 to explain how social security can play an important role in retirement planning
If you are one of the 72+ million Baby Boomers entering retirement in the next 20 years, you’ve probably got lots of questions about social security, such as:
Will Social Security be there for me?
When should I file for benefits?
Can I work and still receive benefits?
How are my benefits calculated?
What is the maximum benefit available?
How do I utilize spousal benefits?
For most people, Social Security will be a big part of their retirement income. But understanding Social Security benefits is not easy, which is why the professionals at Independent Financial Services are hosting two free seminars to help explain some of the many questions about Social Security. Here is the seminar information:
Thursday, October 24, 2013, 5:30 – 7 p.m.
The Offices of Independent Financial Services
20635 Amberfield Drive, Land O’ Lakes, FL 34638
Light appetizers and drinks will be available
RSVP by calling (813) 908-2701 or (888) 811-1817
While there is no “one size fits all” solution to Social Security, knowing the basics and being able to talk with a Financial Advisor or Financial Planner can be very beneficial.
Did You Know?
- Social Security benefits were initially paid in lump sums, before moving to the long-lasting practice of issuing monthly checks.
- The first Social Security retirement check was issued to Ida May Fuller in the amount of $22.54 in January 1940. Miss Fuller, a legal secretary, lived to the age of 100. She received more than $22,000 during her 35 years as a Social Security beneficiary.
The professionals at Independent Financial Services provide a variety of financial services to its clients, including comprehensive financial planning, ongoing active money management and investment management. The team specializes in four key areas: women and investing, retirement planning, divorce planning and small business solutions.
Jeannie Holliday, CFA, CDFA and Jodi Perez, CFP founded Independent Financial Services in Tampa, Florida in 2007 after both having previously owned and operated their own firms separately. There is over 100 years of combined experience among its dedicated staff.
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