Understanding Social Security

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

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

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

6 Overlooked Strategies to Give Before Year’s End

You may not know about these six [6] unique giving strategies. That’s why our team considers them overlooked! As we all know, 2021 has been a volatile year for everyone. Major tax legislations are potentially on the horizon, real estate prices are sky high, and concerns of inflation are gro …

3 Inspiring Stories for How You Can Give Creatively

Giving is about way more than simply cutting checks and tossing a few coins into the offering plate on Sundays.

The Generosity of a 5-Year-Old Boy

At Pinnacle Wealth, our team believes in the power of generosity and the effect it can have on all of us.

The Philosophy of Giving and Tax-Loss Harvesting

Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Vice President, Trust Services, Sarah Duey, to learn more about the philosophy of giving and tax-loss harvesting.
1 2 3 4 24 25 26

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation