Planning Matters
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The Secrets to Maximizing Your Social Security as a Couple

Episode Description:

Social Security claiming strategies for married couples can be more complex because you need to consider spousal benefits and survivor benefits. In this video, Peter with Richon Planning and Erin Kennedy talk through some key questions, including: * Spousal strategies: how to leverage spousal benefits for a bigger joint income. * Planning for the future: Understand how claiming decisions impact your survivor benefits and overall financial security. There are more than 9,000 permutations if you’re married and looking to claim Social Security, which is why this isn’t simply an equation; it needs to be a conversation with an expert. If you’d like to speak with Peter to learn how to maximize your monthly checks, please give him a call at (919) 300-5886, or schedule a complimentary appointment at www.RichonPlanning.com

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Understand Your Investment Options

A fundamental understanding of the different options you have available with your money will help you make more effective decisions about your placement of savings and investments, and what each dollar’s job is for you.

Richon Planning Book 3