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Social Security Strategy & Situational Maximization

One of the most important decisions you’ll face in your sixties (and even potentially as you enter your seventies) is determining when to start taking Social Security benefits. There are many factors to consider and each one can have a significant impact on the amount of benefit you can receive.

If you have not yet started taking your Social Security benefits, Rea’s Later Life Planning Services team can review your specific situation and discuss your options available to help you determine what impact various claiming strategies could have on your Social Security benefits throughout your life span. With a potential million-dollar or more payout at stake, it is in your best interest to find the Social Security claiming strategy that maximizes your benefit for your particular situation.

While more Social Security claiming strategies are available for married couples, this is also an important decision for a single individual.

There are also claiming strategies to consider in the event of divorce or when a spouse passes. We can help you work through the process to claim the benefit you’re entitled to. You’ll also get help notifying Social Security and adjusting the benefit if necessary.

Once you set your strategy, we can also help you or your loved one with the application.


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Darlene Finzer
Principal & Director 
Later Life Planning Services

A principal and Director of Later Life Planning Services at Rea & Associates’,  Darlene Finzer has more than 30 years of experience in the accounting industry, Darlene specializes in assisting organizations with Legacy Family Planning, Retirement Readiness, Financial Fitness, and Fiduciary Responsibility. She is also has been featured in several publications, including Benefits Pro and Thompson Newsletter.

Darlene earned her associate's degree in accounting technology from Kent State University and later went on to complete her bachelor's degree in accounting. She was also named the inaugural Accountant of the Month by Accounting Today, and has earned the designation of Certified Senior Advisor (CSA), AICPA Advanced Defined Contribution Plans Audit Certificate, and National Social Security Advisor Certificate.

Click here to learn more about Darlene. You can also reach out to her directly at 330.308.6867 or email [email protected].