Spence Shares Social Security Strategies to Full House

Social Security is an important component of a retiree’s retirement income plan. However, we probably would all agree that there are not too many topics more confusing than Social Security. Borgida & Company guest speaker Robert Spence of Raymond James Financial Services did a great job in breaking down this complex issue during a free workshop in our Manchester office. From understanding Social Security basics like the calculation of your “Primary Insurance Amount”; to strategies for spouses, divorcees, widows and dependent children; to Social Security disability benefits; Mr. Spence used actual case studies to share his insight. We even discussed the hot topic of a possible Social Security bankruptcy.

 

Along with a light dinner catered by Highland Park Market of Coventry, our guests enjoyed a beautiful centerpiece from Brown’s Flowers of Manchester. One lucky guest, Noreen, even took the lovely arrangement home!

 

The first step to developing your personal Social Security strategy is to know your numbers by obtaining a copy of your individual Social Security Statement. We strongly recommend you seek the counsel of your Financial Advisor as the starting point to making your decision as mistakes can be costly and cause lost benefits forever. If you are looking for a financial planner, or want a Second Opinion, please contact our office and schedule your “Retirement Analysis” today.

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