What if your Social Security decision is based more on fear than facts? In this episode, Annetta Carter of Magnolia Financial Strategies explains how to evaluate when to claim benefits by considering health, longevity, income needs, and survivor planning. She also shares what to look for when choosing a financial advisor and how a retirement plan should integrate taxes, income, healthcare, and estate planning. Whether you’re new to the area or just need a second opinion, this episode offers a grounded approach to building a retirement strategy that fits your life—not just the averages.
Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!
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