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Archives for March 24, 2016

Social Security Changes and Terminology

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This past Saturday, Joe Lucey and Derek Fautsch talked about retirement planning and Social Security on Secured Retirement Radio.We are continuing to get a record number of calls and questions each week regarding the pending changes to Social Security. Many of the questions are on terminology such as “file and suspend” “restricted application” and “full retirement age”. These are just a few of the phrases that can use translation when understanding the changes to the program and benefits.

For those affected by the changes to Social Security, the clock is ticking. Now is the time to be informed and translate the impact on your benefits. It also is a good time for retirement planning in relation to the changes.

At Secured Retirement Financial , we specialize in  Social Security, tax savings and retirement income. For a custom Social Security analysis or Retirement Review  on your schedule call us at 952-460-3260.

Click Here to hear this week’s radio show.

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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!