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A.E.I. Financial Group

Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

Social Security Maximization

Time and time again we have helped our clients maximize their benefits.

For reference, the estimated average Social Security retirement benefit in 2019 is $1,461 a month. The maximum benefit — the most an individual retiree can get — is $2,861 a month for someone who files for Social Security in 2019 at full retirement age.*

At A.E.I. Financial Group, we help make sure you receive the maximum amount you are entitled to.

The 2.8 percent cost-of-living adjustment (COLA) will begin with benefits payable to more than 62 million Social Security beneficiaries in January 2019.**

Even without taking these augmentations into account, the way social security benefits are calculated is extremely nuanced.

*https://www.aarp.org/retirement/social-security/questions-answers/how-much-social-security-will-i-get/

** https://www.aarp.org/retirement/social-security/questions-answers/how-much-social-security-will-i-get/

***https://www.ssa.gov/news/cola/