Social Security

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Professional Advice
Failing to consult a financial advisor can result in missing strategies that maximize your Social Security benefits.

Claiming Early
Reducing benefits by up to 30% for life by claiming Social Security before reaching full retirement age.

Failing to Delay
Not delaying benefits until age 70 can result in missing out on the maximum possible monthly payment increase.

Overlooking Taxes
Ignoring the tax implications on Social Security benefits can lead to an unexpected tax bill that reduces net income.

Divorced Benefits
Failing to claim benefits based on an ex-spouse’s work record can result in missed income opportunities.

Ignoring Health
Claiming early due to poor health without exploring other options can lock you into lower benefits permanently.

Not Coordinating
Couples not coordinating claiming strategies may miss out on spousal and survivor benefits, reducing overall income.

Misjudging Earnings
Earning above the income threshold before reaching full retirement age can result in benefits being temporarily withheld.

Wrong Survivor
Failing to consider the higher earner’s benefit for a surviving spouse can drastically reduce their financial security.

Additional Resources

Get The 1 Page Assessment

Please provide the contact information of those you'd like us to share this ebook with.

Submit your question below and I'll respond shortly.

From

Question may not exceed 1,000 characters

Thank You

Thank you for submitting your question. I will be in touch shortly to share my answer with you.

Feel free to
submit any
other questions
that arise.

Thank you for submitting your question. I will be in touch shortly to share my answer with you.

Schedule An Appointment

I would like to Schedule An Appointment. Please contact me at the number below to schedule a convenient time.

From

Thank You

Thank you for submitting your question. I will be in touch shortly to share my answer with you.

I look forward
to meeting
with you.

I'll reach out to you at the number you provided to schedule a convenient time for us to visit.

You're AWESOME!

Thank you so much for sharing us with others. Simply enter their contact info and we’ll shoot them an email to download the PDF.

Thank You

Thanks again for sharing this with others you know and care about.

We've sent emails to the following:

Can You Think Of Any Others To Share This With? If YES...Click the button below.

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.