Castle Hill Financial Group

 

Boston Office
3 Newton Executive Park
Newton, MA 02462                                                          617-965-7777



 

Western MA Office
734 Bliss Road, Suite 3
Longmeadow, MA 01106                       413-278-2310

Social Security Optimization

Social Security can be complicated.  Often times, as people approach Full Retirement Age, they have many questions.  Some of those questions may be:

When can I file for benefits?

How are my benefits calculated?

Will my benefits be taxable?

As a married couple, what options do we have to elect benefits?

Which option is the best for us?

Before you or your spouse start to collect Social Security, you should evaluate a few different strategies that are available. 

At CHFG, we can help you evaluate your options and provide you with a clear path for retirement.  To speak with one of our team members, call our office at 800.936.1752 or you can submit your question in the box to the right.



Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.