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Why a Wealth Management Advisor is the Best Investment for Your Future

Retirement Funding Financial Advisor Wealth Management

It is important to utilize wealth management resources when understanding when to retire and collect social security.

Below are the top three reasons where a wealth management advisor might be able to help you when it comes to your social security benefits:

Wealth Management Resources in Northern Virginia

1. Understanding Social Security Spousal Benefits

If you are in a marriage where your spouse has acquired a larger social security benefit than you, you are eligible to receive a benefit based on your spouse’s income.

Additionally, ex-spouses can also be entitled to receive benefits based on their ex’s earnings if they were married for a minimum of ten years without remarrying.

Your wealth management advisor is able to walk you through strategies designed to maximize your social security benefit.

2. Strategic Timing the Filing for Social Security

The top financial professionals will be able to advise you to file for social security during the right time. Speak with your advisor today to understand the implications of filing while you are still working, especially if you have not yet reached FRA (full retirement age.)

Social security can be a very complicated topic and so it is important to work with a professional who understands the different claiming strategies ias your decision is often irreversible and could impact your financial well-being for the rest of your life.

3. Applying After Full Retirement Age

Although not always possible due to health or limited cash flow, your advisor may recommend that you wait to claim your social security benefit until age 70. This is a way to receive the maximum social security check.

Wealth Management Resources in Northern Virginia

Argent Bridge Advisors provides comprehensive financial solutions to families and individuals with wealth management advisory needs.

When it comes to social security, retirement readiness and financial planning the professionals at Argent Bridge Advisors are here to help you best prepare for your future.

To learn more about the services offered at Argent Bridge Advisors or to schedule a consultation visit the website or call (833)568-4900.