4 Reasons you should take Social Security at 62
Автор: Jeremy Finger, CFP®, CIMA®, CEPA
Загружено: 2025-04-27
Просмотров: 78854
Описание:
Should you claim Social Security at 62? Watch now to see if it’s the right choice for you!
To learn more about how we can help, click this link: https://riverbendwealthmanagement.com...
Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA
I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.
In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.
We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning
⏱ Timestamps:
0:00 - Taking Social Security at 62
0:26 - First Reason
1:06 - Second Reason
1:55 - Third Reason
2:25 - Fourth Reason
3:00 - Strategy
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Check out our video disclosures → https://riverbendwealthmanagement.com...
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