Social Security
What it is, who is eligible, and how timing strategies can help you maximize lifetime retirement income.
Presented by: Wealth Advisor Andrew Ulvestad, CFP®, AAMS®, CKA®
If you’re within 5–10 years of retirement—or already retired and wondering if you made the best Social Security decision—this is a good time to review how Social Security fits with the rest of your financial picture.
A coordinated retirement plan can help you:
- Make more informed decisions about when to claim
- Understand how spousal or survivor benefits affect your household
- Align Social Security with your broader retirement income strategy
If you’d like help evaluating your options, reach out to our team at Cornerstone Financial Solutions to start the conversation.