Webinar Highlights: Social Security Benefits

What’s the right age to start claiming your Social Security benefits?

There isn’t just one simple answer, and getting it wrong could also mean leaving money on the table.

In this clip from our recent webinar, Senior Wealth Manager, Kimberley Threadgill, CFP®, CDFA®, explains why your decision should factor in more than just age. She also walks through how income sources, health, and expenses can all play a critical role in determining the best time to claim.

If you're approaching retirement, understanding these factors is key to avoiding costly mistakes—and to building a more intentional retirement strategy.

Watch the full webinar.