Keener Financial Planning

Keener Financial Planning is a Fee only Certified Financial Planner in Dallas, Ft. Worth, and Keller, TX. Call us to schedule today at (817) 993-0401.

817-993-0401 | [email protected]

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How to Maximize Social Security Benefits

February 7, 2011 By Jean Keener, CFP, CRPC

Social security planning for baby boomersBaby boomers, learn how to maximize your social security benefits and about recent changes to the social security program.   I am conducting a free social security strategy workshop at the Keller Public Library on Tuesday, February 15 at 6:30 pm.    It’s designed for baby boomers to help you maximize your retirement income.  We will cover:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

You are welcome to attend and bring your questions!  Please RSVP to [email protected] for planning purposes.

Filed Under: News, Retirement, Seminars & Events, Your Finances Tagged With: retirement income, seminars, social security

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Main Office:

1692 Keller Parkway
Keller, TX 76248

Ph: 817-993-0401
Fax: 817-993-0002

Satellite Office:

2626 Cole Avenue, 3rd floor
Dallas, TX 75201

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