Social Security
Social Security is the foundation of economic security for millions of Americans—retirees, disabled persons, and families of retired, disabled or deceased workers. It can be the main or only source of fixed income for many retirees.
Social Security is managed by the Social Security Administration, a U.S. government agency. Workers make contributions from their paychecks to pay for this benefit. There are retirement benefits, survivor and death benefits and disability benefits.
Most individuals can claim Social Security benefits as early as 62 and delay receiving benefits up to age 70. Exceptions are widows, children and disabled.
Optimizing your Social Security benefits is a key part of a successful retirement strategy. Understanding how your benefits fit into your broader financial picture can significantly impact your income throughout retirement. Many individuals approaching retirement are unsure when the best time is to begin collecting benefits.
That’s why we offer a comprehensive Social Security analysis to help you make an informed decision.
Karl Joern, a Registered Social Security Analyst® (RSSA®), provides personalized guidance to ensure
your Social Security choices align with your long-term financial goals.
info@beefinancialpartners.net
832-698-2010
9950 Cypresswood Drive,
Suite 200, Houston, TX 77070
Investment advisory services are offered through Bee Financial Partners Wealth, a Registered Investment Advisor. Investments through Bee Financial Partners Wealth are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, not insured by any state or federal agency.