On average, social security will replace 40% of your pre-retirement income*. It is worth considering other outside assets such as IRAs, annuities, pension plans, and 401ks. As all of these sources factor into your income, it is important to know what to take and when to take it.
- Will you be working and taking social security? It may not be worth taking.
- Has your advisor talked to you about maximizing your social security benefit as a married couple?
- Have you had a discussion on maximizing your retirement income stream and what part social security plays?
On Wednesday, July 21 at 10am via Zoom, guest speaker, John Cinella—Director at MFS Investment Management will help you understand social security and preparing for retirement. As always, we are happy to answer. This is also a great opportunity to get answers to any questions you have about understanding social security.
When: Wednesday, July 21 at 10am EST
Register in advance for this meeting:
After registering, you will receive a confirmation email containing information about joining the meeting.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Colonial River Investments LLC, a registered investment advisor. Lions Bridge Financial Advisors and Colonial River Investments LLC are separate entities from LPL Financial.
John Cinella and MFS Investment Management are not affiliated with LPL Financial, Colonial River Investments or Lions Bridge Financial Advisors.
*Source: ssa.gov, Sample Statement, 2020
Date and Time
Wed, Jul 21, 2021
10:00a - 11:00a EST