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Social Security Claiming Strategies
96% of Social Security claimants fail to make the optimal claiming decision. That’s why it’s so important to get the most accurate and up-to-date information, assess your personal situation properly, and file for Social Security the right way (and at the right time).
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Employment Considerations
Understand how your current employment may affect your benefits.
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Mistakes to Avoid
The wrong Social Security claiming decisions can cost you upwards of $100,000.00 or more. Learn about pitfalls to avoid.
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Divorced, Widow, and Widower Benefits
If you are divorced, you may be entitled to additional Social Security benefits. Other factors apply if you are widowed. Learn what conditions apply.
Meet the Course Instructor: Matthew G. Sherman
Certified Financial Fiduciary
Member of National Ethics Association
Notary Public
Matt Sherman provides Foundation Capital and Retirement Solutions primarily for a select group of individuals who among other things are looking to elevate the performance of their retirement assets and also aspire to a secure and lasting guaranteed lifetime income without losing control.
Matt takes his role very seriously protecting his client’s nest egg from downside market risk. Matt often says to his clients that the closer they get to retirement the more important it is to protect what they have worked so very hard for their entire life!
Utilizing strategies that have withstood the test of time, retirement asset values can grow when the markets rise and will not lose value due to stock market risk or losses. Interest credits will never be less than zero. Interest that you earn is locked in and cannot be lost due to market downturns.
Locking in gains provides dependable growth without market loss.
- It takes 11% gain to break even from a 10% loss
- It takes 43% gain to break even from a 30% loss
- It takes 100% gain to break even from a 50% loss
Attempting to guess what the market is going to do, while jeopardizing retirement assets, will play havoc on peace of mind. Compromised long term gains may disrupt long term plans. Those approaching retirement or in retirement have already seen how volatile markets have a significant impact on retirement income.
Now is a good time to stop Mitigating Risk and Start Eliminating Risk.
Now is the time to limit your retirement asset’s exposure to volatile markets while maintaining reasonable growth!
Retire Your Risk
Safe Money Solutions is our only focus when it comes to your Retirement!
What if there was a retirement strategy where your money was 100% guaranteed to be protected against market losses and earning a reasonable rate of return. Good news! Such a product does exist!
Studies have shown that more people fear running out of money than they fear death. If you are afraid of running out of money, then why would you expose it to unnecessary risk? We offer our clients safe money solutions that can guarantee their hard-earned money is protected from market losses.
After all, why would you want to risk financial happiness and security in retirement.
Social Security 360 Analyzer
This 9 page comprehensive and robust aid helps analyze Social Security Options including personalized filing strategies, break even analysis and cash flow analysis.
Retirement Analyzer
This is a 30 page detailed report that is designed to give a realistic view of how funds may last throughout retirement.
In addition, we are able to illustrate the effect of premature death, a nursing home stay, or a market correction.
Learn and Plan for Uncertainty
Learn about costly retirement pitfalls posed by today's economy and how you can plan to retire with confidence.
Money for Life Roadmap
Learn safe money strategies to maximize spendable income and protect money from market downturns.