Social Security has a tendency to be about as clear as mud. Thankfully, Brandon recently sat down with Karen Ireland, Business Development Consultant at MFS, to shed some light on this important but, often very confusing, topic.
The Kennedy Financial Group Philosophy
At Kennedy Financial Group, we are proud of our team and the service we provide. Each of our team members plays an important role in serving you, and Brandon Kennedy shared a little bit more about our individual roles and what makes our firm unique. We are proud to have servant’s hearts and provide you with timely education that helps make the complex simple.
Understanding Your Income in Retirement
One of the topics we get the most questions about at Kennedy Financial Group is Social Security. It’s no surprise that this extremely important but complicated topic comes up frequently. It plays a huge role in your income picture during retirement! Thankfully, Karen Ireland, Business Development Consultant at MFS was able to break down how social security works and how to make it work for you.
During our recent discussion, Karen answered questions regarding how drawing from social security could affect your spouse, children and the legacy you leave. She also discussed how other sources of income can play an important role in what you receive when you turn on these benefits and how social security can impact small business owners.
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Highpoint Advisor Group, a registered investment advisor.
HighPoint Advisor Group, Kennedy Financial Group and MFS Investments are Separate Entities from LPL Financial.
Steven Fronrath is solely an Investment Advisor Representative of HighPoint Advisor Group, and not affiliated with LPL Financial.
Dave Ramsey and SmartVestor are not affiliated with LPL Financial.
Any economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that any strategies promoted will be successful.
Karen Ireland and MFS are not affiliated with Kennedy Financial Group, HighPoint Advisor Group, or LPL Financial.