The Secrets to Maximizing Your Social Security as a Couple
Social Security claiming strategies for married couples can be more complex because you need to consider spousal benefits and survivor benefits. In this video, Dustin with Mundorf Wealth Management 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 Dustin to learn how to maximize your monthly checks, just text or call the number on the website, or book a free chat by visiting www.LongLiveMyMoney.com
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Dustin Mundorf and Mundorf Wealth Management are not affiliated with or endorsed by the Social Security Administration or any other government agency.