Social Security

Longevity Financial and Insurance can help you navigate your Social Security Benefits. Social Security is a big part of every retiree’s plan. It is important for one to know what benefits you should expect and how the timing of when you start benefits will affect your benefit amount.

Your decision could make the difference of several $100,000 over the course of your lifetime. Contact us today to get a better understanding of your benefits and how it ties into your overall plan.

Social Security is Just One Piece of The Puzzle In Your Overall Financial Plan

Longevity Financial and Insurance Can Help You With The Following Common Social Security Questions:

  • When can I start benefits? 
  • If I’m married, should we take our benefits at the same time or wait? 
  • Can I work and receive social security benefits? 
  • Will my Social Security be taxable? 
  • What is the Cost of Living Adjustment?
  • What if my spouse passes away? 
  • What if I become disabled? 

When creating your personalized retirement income strategy, Longevity Financial and Insurance takse a 3 pronged approach. The first step is to discuss Social Security and look at the available strategies to determine a suitable fit for your desired retirement age and income needs.

Disclosure: Rosen Financial dba Longevity Financial and Insurance is not affiliated or endorsed by the Social Security Administration or any other governmental agency. This information is  for informational purposes only and not designed to be specific financial, tax or legal advice. You may  find information regarding Social Security from your local Social Security Administration Office or online at

Pursuant to IRS Circular 230, this information does not give legal or tax advice, and Rosen Financial dba Longevity Financial and Insurance shall not be responsible for any loss sustained by any person who relies solely on this output.  Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. You are encouraged to consult your tax advisor and attorney to determine before making any financial or tax decisions. Any information provided is not intended to be all encompassing and does not constitute specific legal, subject matter, or compliance advice.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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