Avoid These Three Common Mistakes When Claiming Social Security

With so many options and variables involved, it’s easy to make any of these three errors with your Social Security benefits.

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Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.

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Disclaimer

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Dan Brooks and/or Xexis Private Wealth, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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The appearances in Kiplinger were obtained through a PR program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com. Kiplinger was not compensated in any way.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Dan Brooks, Investment Adviser Representative
President and Founder, Xexis Private Wealth

As president and founder of Xexis Private Wealth (www.xexiswealth.com), Dan Brooks has been helping Central Floridians prepare for retirement for more than 15 years. An Iowa native and Navy veteran, Dan moved to Florida in 1998. After completing the CERTIFIED FINANCIAL PLANNER™ (CFP®) curriculum in 2004, he opened a Registered Investment Adviser firm in 2005.