4 Easy Ways to Boost Your Social Security Benefits!

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Navigate the complexities of Social Security with expert guidance from Alex Wolfe, Head of Financial Planning at Base Wealth Management. Our latest video unveils four strategic steps to enhance your Social Security benefits and secure your financial future:

  • Understanding Your Benefit: Learn how your working years affect your monthly payout and the progressive nature of benefit calculations.
  • Smart Claiming: Discover the right age to claim Social Security benefits and how delaying can significantly increase your monthly checks.
  • Marriage Considerations: Explore options for claiming based on your own record or your spouse’s—and the impact on your financial plan.
  • Survivor’s Strategy: Uncover how to navigate benefits as a surviving spouse, ensuring you’re making the best choice for your long-term security.

Incorporate these vital considerations into your financial planning to make informed decisions that align with your goals and lifestyle.

Don’t leave money on the table. Watch now for expert advice on maximizing your Social Security benefits.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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