Worried About Social Security? Explore These Supplementing Strategies

 

Before diving into this months article, Supplementing Social Security: Strategies you may want to consider, lets recap last month. We discussed why Social Security’s future is in doubt and the possible reforms that may occur, such as, raising the full retirement age, increasing payroll taxes, and benefit reductions for high earners. This month, we’ll explore what you can do to help ensure a comfortable retirement regardless of what reforms may come.

Given the uncertainty surrounding Social Security, the key to a stable retirement is not relying solely on government benefits. Instead, you should look at Social Security as just one piece of the retirement puzzle. To help secure your financial future, consider these strategies for supplementing social security income:

Maximize Contributions to Retirement Accounts

Retirement accounts like 401(k)s and IRAs can be crucial for building a more reliable income stream. If you’re not already contributing the maximum allowed, now is the time to ramp up your contributions. Many employers also offer matching contributions to 401(k) plans, effectively giving you free money toward your retirement savings

Diversify Your Investments

Don’t put all your eggs in one basket. A diversified investment portfolio can help you mitigate risks and take advantage of market opportunities. Consider a mix of stocks, bonds, and other investment vehicles tailored to your risk tolerance and timeline.

Delay Claiming Social Security Benefits

While you can start claiming Social Security benefits as early as age 62, delaying until your full retirement age—or even later—can significantly increase the size of your monthly benefit. If you can afford to wait, this can be a smart strategy, especially if you are healthy and expect to live longer.

Explore Income Streams in Retirement

In addition to savings and investments, some retirees choose to generate additional income through part-time work, consulting, or rental properties. These income streams can help you cover expenses while keeping your savings intact for later in life.

Consider Professional Financial Planning

Preparing for retirement is complex, and Social Security is just one piece of the puzzle. A professional financial planner can help you create a comprehensive retirement strategy that accounts for potential changes to Social Security while optimizing your savings and investments.

Have more questions about supplementing social security?

While Social Security will likely still exist in some form, preparing for potential changes now can put you in a stronger financial position when retirement comes. By boosting your savings, diversifying your investments, and consulting a financial advisor, you can feel more confident in your ability to maintain your lifestyle in retirement—regardless of how Social Security evolves.

At East Coast Tax and Financial, we specialize in helping individuals plan for a secure retirement. Our team can guide you through the complexities of Social Security and help you create a customized strategy tailored to your needs. Don’t leave your retirement to chance—reach out to us today for a consultation and start building a brighter future.

Looking for a Financial Advisor Near You?

Nearing Retirement or Already Retired and Have Questions?
We’re here to help! Let’s work together to create a personalized financial plan tailored to your specific goals. Contact us today for a complimentary consultation.

FAQs

How often should I review my budget?

Reviewing your budget monthly helps track spending and make necessary adjustments. A thorough financial check-in every quarter or during tax season is also beneficial.

What’s the best way to increase my emergency savings?

Automate transfers to your savings account and look for areas in your budget where you can cut back, such as dining out or subscription services.

 

How can I check my credit report for free?

You can access your free credit report once a year from each of the three major credit bureaus at AnnualCreditReport.com.

What financial documents should I keep and for how long?

Keep tax returns and supporting documents for at least seven years. Hold onto important records like property deeds, insurance policies, and estate planning documents indefinitely.

Looking for a Financial Advisor Near You?

Nearing Retirement or Already Retired and Have Questions?
We’re here to help! Let’s work together to create a personalized financial plan tailored to your specific goals. Contact us today for a complimentary consultation.

Additional Resources

U.S. Department of Labor – Retirement Plans and Benefits


https://www.dol.gov/general/topic/retirement This government resource provides official information on retirement plans, including 401(k)s, pensions, and other benefits, adding credibility to your content.

National Association of Unclaimed Property Administrators (NAUPA) – Find Missing Retirement Accounts


https://unclaimed.org/ This site helps individuals locate forgotten retirement accounts, lost 401(k)s, and other unclaimed assets, which aligns with the topic of organizing financial accounts.

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