DiscoverYour Financial Compass with Bulman Wealth GroupSocial Security Benefits: When Should You Start?
Social Security Benefits: When Should You Start?

Social Security Benefits: When Should You Start?

Update: 2024-12-19
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Today, we're tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place.

Join us as we cover some important factors to consider when deciding when to file, whether you’re married, widowed, or single. 

Here’s some of what we discuss in this episode:

  • What filing at different ages can mean for your benefits
  • Why some people decide to claim Social Security early
  • The “break-even” point with Social Security 
  • Claiming strategies for married couples, surviving spouses, and single individuals


WAYS TO CONNECT:

Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.

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Social Security Benefits: When Should You Start?

Social Security Benefits: When Should You Start?

Bulman Wealth Group