Dave Ragan, CFP®, AIF, President of Grunden Financial Advisory, Inc., recently offered up his insight for an article published on GOBankingRates titled “5 Social Security Tips for New Retirees in 2025.” The piece discusses the importance of understanding and navigating the many intricacies of Social Security benefits for those on the doorstep of their golden years.
Among the tips the article offers is that timing is essential and unique to each retiree’s scenario. Dave expanded on this idea, saying, “Just because your neighbor claimed at 70 and you claimed at 67 doesn’t mean you’re wrong…It has to do with marital status, health status, working status, tax status, financial status and economic status.” Assessing your unique financial plan with a qualified advisor is the best way to determine the age at which to start Social Security.
To discover the full list of Social Security tips as you enter into retirement, read the full article here.
