Social Security 

The only shock to turning 62 should be that you're actually 62, not that you are financially unprepared for 62.

If you think you may be unprepared, M Financial advises our clients to consider these issues.

  • 65 is no longer the full retirement age.
  • Divorced spouses have additional options.
  • Benefits may impact your taxes.
  • Planning on working during retirement? Earnings limits may impact your benefit.

M Financial will review all of your filing options so you are clear on how SSI fits into your overall retirement income plan. We can't do anything about being 62.

To learn more about your Social Security options, please contact us today.