VIDEO: Understanding Your Social Security Statement

by Leah Woodly

Are You Making the Most of Your Social Security Statement?

Your Social Security statement holds valuable information about your financial future, yet many people overlook its importance. In this video, we’ll guide you through the key sections of your statement, helping you understand how it impacts your retirement planning.

Here’s what we’ll cover:

Estimated Benefits: Learn what your projected Social Security benefits mean and how they’re calculated based on your earnings history.
Your Earnings Record: Discover why it’s crucial to review your earnings record for accuracy and how to correct any errors.
Planning for Retirement: Find out how to use the information in your statement to make informed decisions about when to claim benefits and optimize your retirement strategy.

Don’t miss this essential breakdown to ensure your Social Security benefits are on track and aligned with your financial goals.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.