Social Security
Social Security is the foundation of economic security for millions of Americans—retirees, disabled persons, and families of retired, disabled or deceased workers. It can be the main or only source of fixed income for many retirees.
Social Security is managed by the Social Security Administration, a U.S. government agency. Workers make contributions from their paychecks to pay for this benefit. There are retirement benefits, survivor and death benefits and disability benefits.
Most individuals can claim Social Security benefits as early as 62 and delay receiving benefits up to age 70. Exceptions are widows, children and disabled.
Optimizing your Social Security benefits is very important in retirement. You need to understand how your Social Security benefits play into your overall retirement financial picture. If you are approaching retirement age and have questions about when the best time to begin your benefits, most people are unsure, we run comprehensive Social Security analysis.
BEE Financial Partners is not affiliated with, nor endorsed by, The Social Security Administration or any other government agency.
Insurance and annuities offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944. Bee Financial Partners, LLC. is an Investment
Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products.
The insurance products offered by Vicki or Karl Joern are not subject to Investment Advisor requirements. Bee Financial Partners, LLC. is not affiliated with the U.S. government
or any governmental agency.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/wp-content/uploads/2021/06/Impact-Form-CRS.pdf.
Insurance and annuities are offered through Vicki Joern, TX License #1081644 and/or Karl Joern, TX License #1998944.
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not: