Being retired and understanding Social Security

Your Social Security and retirement decisions typically go hand in hand. It pays to give careful consideration to when it's most opportune to take your benefit.

  A retirement-aged couple review financial documents with their laptop open on their kitchen table.

Retirement is an exciting time. And with it comes many decisions that can affect your financial well-being for years to come. One of those decisions is when to take your Social Security benefit. While it will only provide a portion of your retirement income, Social Security is an important part of your overall strategy. The longer you wait, the more you'll get, so carefully consider when it's best to take your benefit.

Will my money last?

You can feel more confident about your answer if you prepare with the help of your financial advisor. We'll walk you through the process and discuss all your "what if" and "how to" questions.

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What are the biggest risks to my retirement?

You saved for years, made sacrifices and finally achieved your goal of retiring. Here's how to get ahead of some of the risks you might face in retirement.

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How much should I take from my investments?

It's a good question to ask, and an important one. Because how much you withdraw from your portfolio each year can play a big role in how long your money could last.

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Social Security misconceptions

Understanding the role of your Social Security benefit in your retirement income strategy can help you prepare for what lies ahead. Read about some common misconceptions that can help you stay in the know.

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Understanding your Social Security options

Social Security is a major part of your retirement. Here are some things to think about, from your life, to your family, to how taxes may impact your decision.

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