Description
The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they will receive over their lifetime – especially the lifetime of the spouse who lives the longest (usually the wife!). This workshop will cover the NEW rules that can help married couples get the most out of the Social Security system. We will cover: the optimal times to apply, spousal coordination, minimizing taxes and effectively integrating Social Security with other assets. Plus, the most important thing all higher-earning spouses should do and more. Why not make sure you are maximizing your income? The $40 tuition cost is per couple.
As senior wealth manager at Heritage Financial, Matt operates as the primary partner for clients, helping them translate their life goals into sophisticated custom financial plans, then recalibrate constantly as their circumstances and goals evolve. Matt also serves as the hub of communication and coordination between Heritage and clients’ accountants, attorneys and insurance agents.
Matt and his wife, Shannon, have three young boys. Most of his time outside of work is spent with them, involved in their sports and activities. With the small amount of time left over, he stays close with friends he has known since the second grade. And he remains a diehard Patriots, Red Sox, Bruins and Celtics fan.
Please Note this class now begins on 7/16
