Social Security and Medicare External Resources

In an effort to continue to work together alongside our clients and share information, please see the below external resources that we believe have been useful to aid in social security and medicare planning from a financial planning perspective.

Please reach out to your Legacy One Financial Advisor to review and discuss options and to layout a plan.

• Social Security –Retirement Planner: When to Start Your Benefits
• Social Security –Early vs. Late Retirement
• Schwab –“When Should You Take Social Security?” (Dec 2017)
• Forbes –“Filing For Social Security And The Restricted Application Online”
• The Official U.S. Government Medicare Handbook
• Resources/Sites for Evaluating Social Security Benefits:
  • https://www.aarp.org/work/social-security/social-security-benefits-calculator.html
  • http://www.socialsecuritysolutions.com/
  • https://maximizemysocialsecurity.com/