

Social Security
When is the right time for you to start taking Social Security benefits? You certainly have options and you’ve probably already heard talk about postponing benefits to increase your monthly income, or calculating your “break even” age. The decision about when to claim Social Security is, for most people, not an easy one. To figure out what is right for you and your unique situation you should consider many factors and answer some hard questions. The right answer is, of course, “that depends”.
At Lighthouse Financial and Tax we have a thorough understanding of the Social Security system and the best ways to work with it. We can help you understand your options, answer the hard questions and determine your best strategy.
J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Lighthouse Financial & Tax and JWC/JWCA are unaffiliated entities.