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Focus Planning Group

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

Click here to get your Focus On Retirement Blueprint Plan and learn more about your Social Security Strategy.

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Focus Planning Group
Mailing Address
PO Box 845
Bayport, NY 11705
Office: (631) 714-6869
Fax: (844) 965-9870

Focus Planning Group, LLC is a New York registered investment advisor and in other jurisdictions where exempted.

© 2025, Focus Planning Group, LLC.

  • About US
    • Focus Planning Group
    • Joseph Carbone, CFP®
    • Client Reviews
    • Price Menu
    • Contact Us
    • Frequently Asked Questions
  • What We Do
    • Statement of Financial Purpose
    • Retirement Planning
    • Life Hub
    • Investment Management
    • Retirement Income
    • Tax Distribution Planning
    • Social Security Strategy
    • Estate Planning
    • Insurance Consulting
  • Blog
  • Clients
    • Schwab Login
    • Client Portal