Understanding Social Security

Social Security—two words that are like lightning rods.

Many of us are aware of the program, but how does it really work?

If you’re nearing retirement, understanding social security can greatly impact your financial decisions. While it may be difficult to understand the full details of the program, the one thing that’s for certain is the need to create a customized strategy that best fits YOU and your life.

This month, Kevin Engbers, CFP®, Founder and Wealth Advisor hosted a webinar about Understanding Social Security. He explained spousal benefits, advantages of delaying collection, taxes on social security, and much more!


Social Security Guide

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

Download Now

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us