How To Maximize Your Social Security Benefits

Written By Matthew Copley

Social Security should be the cornerstone for income planning for anyone who is about ready to retire. Here are three reasons why:

  1. Social Security makes up on average almost 65% of the total household income

  2. It's the best annuity money can buy

  3. For a married couple, when to elect Social Security may be the most important decision they make in retirement

In fact, the difference between the best and worst Social Security election is often up to $100,000 in lifetime benefits.

Identifying the best ways to claim Social Security is paramount to your retirement income planning. Did you know that if you delay filing your Social Security can potentially increase your benefits by an astonishing rate of 8% per year? There is a lot to know about the intricacies of Social Security, and here at Copley Financial Group, Inc. my team and I use that knowledge to your advantage, maximizing your benefits.

So contact us now, I’ll offer you a complimentary retirement planning consultation to show you how we can help find a strategy that is appropriate for you.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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