Kiplinger

Here Are 3 Unique Social Security Benefits - Do You Qualify?

Social Security is one of the most common topics among my clients approaching their retirement years. With more than 2,700 separate rules governing Social Security, it's no surprise that many people nearing retirement are often confused and overwhelmed by the decision of when to take the leap and claim their benefits.

I recently built a financial plan for a successful executive who is considering retirement when he turns 62. Even though he has saved and invested plenty of money on his own, much of our plan focused on the right time to file for Social Security.

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