Social Security & Medicare Analysis

Social Security & Medicare Analysis

For many of FBB’s clients, their Social Security benefits are the only form of “guaranteed pension” they will receive during their retirement years. Understanding what these benefit amounts are for the household and how they can vary based on different filing dates and strategies can have a significant long-term impact on the amount collected over the course of one’s (or a couple’s) retirement.

We work with each client to determine the need for cash flow during early retirement versus later years and weigh that against a client’s longevity. Equipped with the correct inputs, we can help clients make an educated decision—rather than a guess—when it comes to this extremely important retirement benefit.

Please contact us to learn more about FBB’s approach to analyzing social security options.

Social Security Analysis

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If you have any questions regarding our services, we encourage you to schedule a consultation with one of our financial advisors. We are pleased to offer customized wealth management and financial planning for your specific needs.