Social Security is one of the most fundamental pieces of a retiree’s income plan. If you want to ensure you have income during a market crash, it’s essential. Yet there are many moving parts, from deciding when to take it to considering taxation and spousal benefits, and you only get one shot to get it right. When should I file? What if I keep working? How will my benefits affect my spouse? What if I’m divorced? What if I die before I take my benefits?
The Retiree’s Social Security Guide uses specific examples and clear language to unpack the rules and regulations surrounding these key topics of Social Security and many more.
A woman with a plan calculated to the penny. A couple with a brown bag full of statements they don’t understand. Plus a handful of people who are somewhere in between. This is the cast of characters in the pages of Joseph S. Lucey’s newest book, Building Retirement Now.
Join Joe as he shows how his office walks with each person through the major issues of retirement while untangling the emotions from each financial picture.
Learn how retirement looks different today than it did when your parents and grandparents retired, and discover the Secured Retirement Blueprint™ process and what it can do for people just like you.
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!