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The internet is littered with so much financial information it can be challenging to sift through all the clutter. That’s why we’ve created this resource page specifically for our clients and audience to find the retirement resources you’re looking for.
Often when it comes to Social Security the classic expression "I don't know what I don't know" is apropos. Most people leave a surprisingly large amount of money on the table by not claiming all the benefits to which they are entitled. Want a quick estimate of what's at stake for you? Click here
Maximizing your benefits is not a one-size-fits-all proposition: it depends on a detailed analysis of your unique situation. This is where a knowledgeable and objective advisor can be useful.
Some claiming strategies, such as getting Deferred Retirement Credits, can make a huge difference over your lifetime. The workers in your local Social Security office can not give advice and are only trained to get you the highest benefit you can receive today; this will often entail using a different strategy than one that maximizes your lifetime benefits.
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Additional information, including management fees and expenses, is provided on Fox Financial’s Form ADV Part 2. As with any investment strategy, there is potential for profit as well as the possibility of loss. Fox Financial does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. The underlying holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee of future results.
The views expressed represent the opinions of Fox Financial and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.
Additional information, including management fees and expenses, is provided on Fox Financial’s Form ADV Part 2, which is available upon request. Past performance is not a guarantee of future results.
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