Retirement Planning 101: Navigating Social Security

July 11, 20241 min read

I'm Charles P. Taylor, your trusted insurance broker and retirement specialist.

In this video, we will dive into social security benefits, providing a clear, general overview. We share the same valuable information that we give our clients during appointments, aiming to help you understand when to claim social security, how it impacts your retirement, and the penalties for early claims.

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We explore factors like full retirement age, spousal benefits, and how to plan for a longer retirement. We also discuss the connection between social security and insurance, offering strategies to ensure financial security for you and your family.

Join me for straightforward advice to help you make informed decisions about your social security benefits.

Charles P. Taylor is an independent retirement and insurance specialist. He works with clients to create strategies for tax free income, eliminating market volatility with their nest egg, and building wealth in his clients families and businesses.

Charles P Taylor

Charles P. Taylor is an independent retirement and insurance specialist. He works with clients to create strategies for tax free income, eliminating market volatility with their nest egg, and building wealth in his clients families and businesses.

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