Taking Control of Your Social Security
This week, let's turn our attention to something we can control: Social Security. If you have not already started to receive it, you have some choice and control over when to start and can, with expert help, get more than you might otherwise.
Did you know that only 3% of people answer 10 questions correctly on this Social Security quiz?
Each married couple has at least four benefits: his, hers, plus his spousal benefit and her spousal benefit. But there are more complications than that. There are at least seven filing strategies and 81 different combinations of ages that factor into the decision-making process. There is not a "one-size-fits-all" approach to Social Security.
On July 30, Bret Eberhardt will speak to our clients about Social Security at 11:30 a.m. and 4:00 p.m. Consider joining us to learn more about how to get more out of your benefits. To RSVP, please call 303-690-5070 or
Also this week: please see the attached second quarter investment commentary from our research partners, Litman Gregory.