April 4, 2013

Social Security Claiming Strategies Speaker at USU September 11

Join Financial Planning for Women on Wednesday, September 11 at 11:30 in the USU Taggart Student Center room 336 to hear financial planner Suzanne Dalebout discuss SS retirement benefit claiming strategies.  This month only, the evening program (7:00 -8:30 pm) will be held at the Logan Library Bonneville room.  The library's address is 255 N. Main BUT enter from the west facing doors (from 100 West where there is ample free parking).
Deciding when and how to claim retirement benefits is critical for long term financial security; the decision is particularly complex for married couples. Naive decisions can result in thousands of dollars in lost benefits.A great resource to introduce the topic is: The Social Security Claiming Guide: http://crr.bc.edu/special-projects/books/the-social-security-claiming-guide/ 
Bring your lunch, a friend, and your spouse/partner. Men are always welcome to attend FPW and this month's program is especially applicable for spouse/partners.
Related resources from the Center for Retirement Research at Boston College: The Social Security Fix-it Book "a citizen’s guide; a review of the program, its financing problem, and the leading proposals for eliminating the shortfall. Everything the earnest but overburdened citizen needs to know. Cheerfully narrated and handsomely presented in 28 pages." http://squaredawayblog.bc.edu/wp-content/uploads/2011/01/social_security_fix-it_e-book_-_sm2.pdf

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