Social Security is a pillar of any solid retirement plan. However, optimizing Social Security benefits can be a complex process that requires an understanding of the best Social Security decisions for an individual situation, clear retirement goals, sustainable income streams, tax implications and other factors must be considered. Attend our free workshop and gain a better understanding of what your needs are and what part Social Security plays in your retirement plan.
Long term healthcare needs are also an important part of a sound retirement plan. The ins-and-outs of Medicare, planning for healthcare costs into retirement and coordinating Social Security benefits with health care coverage are areas that demand attention for those serious about retirement planning.
Important questions to answer when making Social Security a part of your retirement plan:
Three ways to raise your Social Security benefit
How COLAs affect your Social Security benefit
Delayed credits increase your benefit by 8%
Social Security planning for couples
Life expectancy and Social Security
Worries for those nearing retirement:
Understanding what Medicare covers and doesn’t cover
Do you need to sign up for Medicare at 65 if you are still working
Why build healthcare costs into your retirement
Longevity impacts how much is needed for healthcare
… and so much more!
Bud Werner Memorial Library
1289 Lincoln Avenue
Steamboat Springs, CO 80487