4 Things You Need to Know About Social Security

During the retirement planning process, It is important to consider your Social Security benefits.  But some of the planning goes beyond some of the basics.  Today we want to share 4 things you need to know when thinking about your Social Security benefits.

• Intro


• Some key facts about Social Security


• 1. Your decision affects your spouse.


• 2. How income replacement works.


• 3. The cost-of-living adjustment


• 4. Earnings limits while receiving benefits.


• The importance of including Social Security in the Retirement Planning Process


• Will Social Security still be there for you?


• You control your destiny, but don’t ignore Social Security


• Wrap up

Watch Now:  4 Things You Need to Know about Social Security

To learn more or have a conversation about your situation, please visit:  https://cfswv.com/cfsblog/4-things-you-should-know-about-social-security

Appearing in this video:

Tyler Szafran, CRPC® - Tyler joined our firm as a financial advisor in 2021.  Prior to joining us, he worked for a large retirement plan provider helping participants answer their financial questions.  Tyler is based in the Wheeling, West Virginia office.

Neal Watson, CFP® - Neal has been a financial planner since 1996, and earned his Certified Financial Planner™ designation in 1999. He joined the Commonwealth team in 2021.  He is based in Marietta, Ohio.

Learn more about our team of financial advisors in Ohio and West Virginia by clicking here: https://cfswv.com/our-team