Check the background of this investment professional on FINRA's BrokerCheck.
Not sure when to start taking your social security benefits? Concerned you might leave money on the table?
"What this tool does for clients is show them, rather than tell them, when and how they should really be claiming social security."
Watch How Peter Shows Clients How and When to Take Social Security
Social Security Planning provided under
ADVANCED PLANNING
2 out of 5, too early?
About 2 out of 5 claims begin at "Early Retirement." Yet, the reward of waiting can be significant.
17% more. $2,724 per year
Retirees working with a financial professional report receiving 17% more in monthly benefits than those who do not ($1,551 vs. $1,324)*.
*According to Nationwide Retirement Institute’s “2019 Annual Consumer Survey on Social Security,”
Advanced Financial Planning Services
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When is your optimal time to claim social security?
The answer is NOT always ‘WAIT until you are 70 years old.'
Review how you could optimize your benefit
There are many factors to consider for your plan. Here are just some considerations we will take into account prior to claiming:
- Age
- Health status
- Marital status
- Tax status
- Other income and your investment portfolio
Book your free initial phone consult.
You are one step closer to gaining financial guidance for your social security benefits!
PETER MULLIN, Accredited Asset Management Specialist®
Let's start with a phone appointment option below:
All inital discovery calls are FREE. Scroll down to see how clients can pay for just planning advice. No assets under management required. We can have several conversations prior to you choosing to move forward. On our first call, we can schedule time to visit IN-PERSON depending on the work at hand.
Services and planning engagements can be customized for each client to best suit their needs. Therefore, services may be determined at time of engagement. Advisory and planning services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.
Currently, Mullin Wealth Management offers the financial planning app powered by Right Capital. Pricing example is as of 06/01/2021. Pricing may update without notice. LPL Financial and Mullin Wealth Management are not affiliated with Right Capital.
This site is not affiliated with Social Security Administration. Visit ssa.gov for free resources.
Many variables are considered when claiming social security. This material is for general and educational purposes only.
Share Power: One big reason investors should embrace bear markets and pullbacks
Investors can become fixated with the value of their portfolio. You may be like many other investors and pay attention to one highlighted fact on your IRA and 401k statements: Your total dollar value. Am I right?
• If your value is down: It feels like you are losing.
• If your value is up: It feels like you are winning.
In this article, I ask you this question, “What does your retirement portfolio’s value matter? And why should you embrace bear markets and pullbacks?”
Aging Gracefully: Loving Our Family and Ourselves Through Life
In this white paper I share my family's personal challenges with aging.
I also recommend 5 Steps that you as a current caregiver or family member may want to follow.
Peter Mullin writes about “Aging Gracefully,” in a chapter of his latest book, False Financial Finish Lines. He brings his expertise as a professional together with his personal experiences to this idea of aging through retirement. The heart of “Aging Gracefully” is about accepting one another - including ourselves - as we are.