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Social Security and Retirement Planning…It’s More Than Just Numbers - Wealth Management
The decision about when to claim Social Security retirement benefits is a milestone for many and, from a financial planning standpoint, is too often based on a “break-even” point. That may be a significant factor for many, but as suggested in a Wealth Management briefing by contributor Heather Schreiber, it’s only a part of the full planning process needed to help ensure a comfortable retirement. Another factor, of course, is the notion of Social Security’s looming insolvency and its influence on the decision to claim benefits. As Ms. Schreiber suggests in her briefing, which you can view here, these factors should be viewed as components of a “holistic retirement income plan” with a number of moving parts.