Investment Guy

Tuesday nights Social Security Income educational event was a hit!  We hosted a presentation at the Great American Pub in Conshohocken, and the material was presented by the government.  Richard Gaudiosi from the Social Security Administration did a heckuva job presenting an informative  event and even made it entertaining.  I think everyone learned something valuable.

Did you know that each month you wait to collect your benefit, it will increase by .5%?

There was a lot of information, including strategies to collect spousal benefits and survivor benefits. 

Did you know that a husband can increase the monthly benefit his wife gets as his survivor by more than 20% by claiming at 66, not 62?  Claiming later could be the most effective way a husband can improve his wife’s long-term financial security.

Do you plan on working after your Full Retirement Age?  There is a lot to learn!  If you have any questions or would like some of the handouts, feel free to contact me.

The crowd was great; we had 22 people…thanks to everyone for attending.

We are looking forward to doing it again in September.  If you are interested in attending, ENROLL NOW .