5 Crucial questions to ask before you file for Social Security | The Financial Focus

Before you file for social security, make sure to ask these 5 crucial questions. Knowing the answers can help you maximize your benefits.

Join me and my special guest Heather Schreiber, RICP®, NSSA®, IRMMACP™

One of the top three questions I hear is “when should I start collecting my Social Security benefits?”
Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question.  

Be sure to tune in to learn the important details.

Heather is a leading expert in navigating the complex issues regarding Social Security and brings her expertise to the team at Attleboro Wealth Management and their clients.

Heather Schreiber, RICP®, NSSA®, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. With over 25 years in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement.

Heather owns a boutique consulting firm, HLS Retirement Consulting, LLC in Woodstock, Georgia. She is an established author and keynote speaker on Social Security and other retirement income-related topics and has been published in USA Today, Think Advisor, The Street, Investor’s Business Daily, and other financial publications. She is also an instructor for Surgent CPE and CPA Academy as well as an educational partner for the National Association of Fixed Annuities (NAFA).

Heather is the author of Social Security Advisor, a companion newsletter to Ed Slott's IRA Advisor, that speaks to the nuances of this critically important retirement income source.

Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.

Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.