​How To Fit Social Security And Medicare Into Your Retirement Planning

​How To Fit Social Security And Medicare Into Your Retirement Planning

11/15/2021 Tags: Announcements, In the News

The Social Security program was originally established to provide a base of financial protection for working people when they retired and lost their earnings.

Social Security can be more than just retirement income. The system provides many different benefits to workers and their families. It also provides income to disabled workers and their families. In some cases, surviving spouses and children of workers who have died can also receive income.

Managing your Social Security benefit should be part of your entire retirement income process. In fact, those benefits are often the foundation or starting point of your retirement income analysis.

But not everyone understands how Social Security benefits work or how to enhance the value of those benefits. And when you add a spouse to the picture, your planning can become pretty complex.

Allianz, an affiliate of our wealth management partner, Avantax, put together this helpful brochure. It provides a solid overview of the Social Security program, qualifications, and benefits.


If you need help planning for retirement or have any questions, please let us know.

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to CP Financial Services, LLP. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.


At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

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