Mountain Fog

Social Security Corner

It Just Doesn't Have To Be That Confusing!

Common Social Security Flops?

Take a look at these common misconceptions and questions people have about retiring.

What Is My Breakeven Point?


Most people overstate the risk of dying moreso than the risk of longevity. Wouldn't it be good to know what age you have to live to to make your filing age and strategy worth while?

What Is The Best Time To File?


Here are a few of the considerations and variable that make a big impact on when you should file for social security benefits. The secret it no filing as late as possible, but putting a pricetag on the intangibles in your life like time with family or grandkids.

What Is The Secret Sauce?


I hear about secrets and tricks all the time on the internet and the local radio. Is there truly any tricks to it or things that the social security administration doesn't want people to know?

What's The Best Software To Use?


I see the social security website has a free social security analyzer tool. Which tool should I use?

Still Can't Choose?

Finding your breakeven point, optimal filing strategy and comparing your options can be easy. If you bring in you social security statement, we can prepare a customized analysis to help you make a decision based on your options. We would be glad to help. Simply call or send us a message.

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Securities offered through Cambridge Investment Research, Inc., Member FINRA, SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors Inc, a Registered Investment Advisor. Cambridge and Provest Wealth Advisors, Inc are not affiliated. We are licensed in the following states:NC, SC, GA, FL, VA, TX, TN, ME.

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