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Social Security Strategy

You will understand when you should file for social security.

  • If you should file at age 62, full retirement age, or age 70.
  • How your filing strategy will impact your taxes, and how your benefits interact with your other sources of income.
  • How your survivor benefits work.

Social Security Strategy Articles

How Uncle Sam Taxes Your Social Security Benefits

Read More How Uncle Sam Taxes Your Social Security Benefits

Rules you should know: Social Security Earnings Test

Read More Rules you should know: Social Security Earnings Test

How to Navigate the Maze of Social Security Survivors Benefits

Read More How to Navigate the Maze of Social Security Survivors Benefits

How You Can Earn Credits to Qualify for Social Security Benefits

Read More How You Can Earn Credits to Qualify for Social Security Benefits

Why Knowing When to File for Social Security is Difficult — Really Difficult

Read More Why Knowing When to File for Social Security is Difficult — Really Difficult

The Basics: Full Retirement Age and Social Security

Read More The Basics: Full Retirement Age and Social Security

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Focus Planning Group
Mailing Address:
PO Box 845
Bayport, NY 11705
Office: (631) 714-6869

Focus Planning Group, LLC is a SEC registered investment advisor.

© 2025, Focus Planning Group, LLC.

  • About US
    • Focus Planning Group
    • Joseph Carbone, CFP®
    • Client Reviews
    • Fees
    • Contact Us
    • Frequently Asked Questions
  • What We Do
  • Blog
  • Clients
    • Schwab Login
    • Client Portal
    • Life Hub