Integrating Social Security Into Your Planning Process

Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement.

In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, to discuss the importance of your Social Security and the benefits to integrating it into your planning process.

Dr. Jeffrey discusses:

  • A overview of Social Security
  • The benefits of Social Security
  • What are survivor benefits and how it works
  • And more

Related: Is ESG the New Way to Make Investment Decisions?