Social Security

Our Clients want to know many things about Social Security…
The primary Inquiries seem to be:
  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?
  • What are my spousal benefits?
  • If I was married for 10 years or more, and now divorced, can I claim on my ex-spouses Social Security history? Will they know?
  • What are Survivor benefits?
  • What if I want to keep working?
  • What if I've already applied?
  • How much will my benefit be? 
  • How can I coordinate spousal benefits?
  • What's the best long-term strategy for my situation?
  • What do I do next?
If you have these questions and more 
We can run a series of reports:
  • Earliest Date I can receive benefits Report
  • Maximum Payment Report AKA Best option report
  • The most popular report is the combination Hybrid report
  • Spousal Planning Report
  • Divorce Planning Report
  • Surviving Spouse Planning Report
  • WEO/GPO planning report
  • Breakeven Benefit Planning Report
  • Retirement Spending Breakeven Report
For more information on What's New with Social Security, please click here.  If you have interest simply click here to schedule a meeting with me. I will run any of these you would like. Thank for your interest.
Mike MacDonald
Michael J. MacDonald is a Registered Investment Advisor offering Advisory Services through Michael MacDonald Financial Management. 

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Michael MacDonald Financial
2300 Contra Costa Blvd Suite 175
Pleasant Hill, CA 94523
Phone: 925-521-0110

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