“Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income.”
Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
- Will Social Security be enough to live on in retirement?
- 5 factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits -- and when it does not
- Why you should always check your earnings record for accuracy
- How to estimate your benefits
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
Speaker's Bio
Steve Burgess has lived in St. George since 1998, when he moved to the United States from Canada, where he worked in several capacities dealing with technology and communications. After marrying his “internet sweetheart” - Nicole, and moving to Southern Utah, he spent about 10 years managing a landscape contracting company, before beginning his career in financial services. Steve and Nicole are the parents of six children. Steve is involved in most facets of the financial and insurance sectors. He is an active Insurance agent covering all types of commercial and personal insurance, as well as being experienced with life insurance and annuities. Steve is mortgage licensed, and also holds a Series 7 and 66 securities license in addition to being a Registered Investment Advisor. Steve and Nicole are the parents of six children.
William “Bryce” Huff was born and grew up in rural Utah, in the community of Circleville. Under the tutelage of a well-respected father, he got to know his way around mechanics, farming, sports, welding, cattle and business ownership. He married Danielle in 1998 and has one daughter and two sons. Bryce spent five years with law enforcement in Northern Utah, and then held several managerial positions with a diverse range of companies. He came to the financial world in 2006 and is insurance and securities licensed in several states, as well as being a Registered Investment Advisor. Bryce has a reputation for “telling it like it is”, and has forged strong relationships with other financial professionals including attorneys and accountants in Southern Utah and Las Vegas.
