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3 Social Security mistakes… and how to avoid them

3 social security mistakesand how to avoid them

If you want to maximize your Social Security benefits, you’ve got to stack every advantage in your favor.

To set yourself up for success… you’ll need to avoid some common Social Security blunders.

So today I want to help you set a goal for 2019. Here’s what I want you to do:

GOAL: Avoid these 3 social security mistakes:

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Should you buy or lease a car?

When it’s time for a new vehicle, you have two choices: buy or lease.

Which one is best? To help you decide, here are three questions to ask yourself:

Own or rent?

Would you rather rent your car and upgrade every few years? Or own the car and upgrade at your leisure?

Leasing is renting a car for two to three years. If you like driving the latest model, leasing may be for you. But when it expires, the money you’ve paid is gone, too. You’ll have nothing to show for it.

Want to get a different vehicle before your lease is up? Sorry, but you’ll just have to wait … or pay a pricey early-termination fee.

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What is Financial Life Mind Mapping?

At Water Street Wealth, we don’t just give advice …we help our clients take action. Whether it’s saving for retirement or a big vacation; protecting your income or coordinating with your CPA and Estate Attorney to reduce taxes; Saving for college or leaving a legacy… We help our clients to take action on important decisions...Continuously. It can be a long journey… with lots of seasons, hidden dangers, and opportunities. Which is why our clients always have a map, a plan, and a guide.

Our hands-on approach isn’t for everyone. To find out if we’re right for you, schedule an appointment, and begin creating your Financial Life Mind-Map. Within minutes, we’ll help you complete your map and summarize your plan. Within an hour, you can already be taking action.

We look forward to speaking with you soon.

-Jeff

The Value of Advice

Money is always going to be a problem until you decide you’re done letting it be a problem.

Think of everything (literally everything) in the world — there’s a natural risk built in.

No guarantees.

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On to the next chapter!

Dear Family, Friends and Colleagues:

Life is always full of surprises! Twists, turns and new opportunities. As a lot of you may know, yet some of you may not, I am excited to announce that as of yesterday, Water Street Wealth Management is officially open for business. Water Street is a fee-only Registered Investment Advisory firm headquartered in Tampa Bay, FL. I specialize in a client-centric approach to investment management and financial planning—focusing on all aspects of financial well-being.

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