Arrow Circle Back to resources

XML Wealth Insights: Social Security - When to Start Taking Benefits

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his insights into one of the most important decisions surrounding Social Security benefits. 

 

Have questions or need assistance deciding when you should take your Social Security benefits? We can help. Click the following link to call our offices or submit your question: Let’s talk.

 

This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.

How can our wealth management solutions support your life?

Connect with our team to start the conversation.

Connect with our advisors

Download the XML Mobile App

With the XML app, you can stay connected to your full financial picture and find our latest podcasts, webinars, blog posts, and other resources.

cta-phone