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Social Security

There are some compelling reasons for delaying your Social Security.

Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.

It contains critical information for your retirement, so make sure you are getting it.

If you are divorced and filing for Social Security benefits, consider the long-term impact of your options. 

If you lost a spouse, research your filing options carefully.

Singles who have never been married should research claiming strategies to maximize their retirement income.

Couples can maximize their lifetime payout by planning ahead.

Many Americans file for benefits at the earliest opportunity, but that may not be wise.

It’s startling how little people really know about what could be their biggest asset in retirement.  

Stress test your budget, review your health insurance, and time your Social Security benefits carefully. 

When older couples divorce, it can undermine their financial standard of living.

High-income earners who reach the tax limit can use their bigger paychecks for financial gain.