Why Social Security is more than

When I meet a new client, I start by asking some pretty basic questions, every one of which contributes to the development of a personal Social Security strategy:

  • Are you still working?
  • Do you plan on working after you retire?
  • Do you come from a long-lived family?
  • How is your health?
  • Will you still have health insurance?
  • Are you eligible for benefits on someone else

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