Social Security Income Planning - Bernicke Wealth Management

Learn why you may be able to retire earlier than you think.

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Social Security Income Planning

Bernicke Education Center

Social Security Income Planning

Social Security Income Planning

This checklist is designed to help you understand basic information about Social Security and some of the key factors that may influence your decision with your Social Security benefits. The checklist includes:

  • Why taking Social Security before 65 may increase the cost of your health insurance.
  • Factors that will influence your decision on when to take Social Security.
  • How to get your Social Security Estimate.
  • How your benefit is calculated.
  • Determine if your Social Security will be taxed.
  • How to apply for benefits.

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Social Security Income Planning

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.