Burlington Community Financial Center
Let me share with you the five things that most people consider as negative aspects of their financial plans: taxes, inflation, loss benefits, market risk, and longevity. However, with my assistance, we can strategize and create a plan to help you overcome these challenges and secure your financial future for the rest of your lives.
Most People Leave Money on the Table
Very few people get all the Social Security they deserve.
The average household is losing $111,000 in potential income.
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
“I had the privilege of meeting with Chanthy to go over my SSA options. Chanthy patiently explained the vast array of benefits that SSA offers us; I learned a lot from my meeting with her. Chanthy is a knowledgeable and experienced financial professional. She is kind and caring. She takes time to patiently explain how SSA works and how it will work to benefit you. I highly recommend meeting with her.”