Manage episode 350374821 series 2401634
- How Social Security as part of income planning has changed through the years. (3:13)
- How we help clients identify Social Security opportunities they have. (7:29)
- The Cost Of Living Adjustment (COLA) coming in 2023. (16:05)
- How we help clients determine their claiming strategy. (20:34)
- Where does Social Security fit into the overall retirement planning process. (30:14)
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.