Social Security and Tax Planning go hand in hand. To overlook one, or Heaven forbid BOTH, means to be missing a huge opportunity for your retirement and legacy planning. But it gets worse than just that.. If you are married, by not understanding how Social Security and Taxes work together you ...more

Social Security and Tax Planning go hand in hand. To overlook one, or Heaven forbid BOTH, means to be missing a huge opportunity for your retirement and legacy planning. But it gets worse than just that.. If you are married, by not understanding how Social Security and Taxes work together you could be leaving your spouse a huge TAX BOMB; To be realized only when it's way too late to do anything about. Take action now! Grab your 1040, grab your Social Security benefit statement from SSA.gov and let's see where you stand. I have nothing to sell you and I do not manage money. I only provide exceptional financial advice which I believe will help you increase your guaranteed income from Social Security, which is taxed very favorably by the way. And reduce the overall tax burden your family will pay over the years. Contact me now. Or go to my website to learn more. C: 470-484-6810 / O: 770-576-1620 / www.heritagewealthplanning.com / josh@heritagewealthplanning.com Josh Scandlen is a CERTIFIED FINANCIAL PLANNER Practitioner and holds a Master's of Science degree in Personal Financial Planning. He served 4 years as a light infantryman in the US Army which paid for his college via the GI Bill and Army College Fund. Josh and his beautiful wife, Charlotte, have four children and are blessed each day to live in the United States. Josh was raised on a small island in Maine. While he has lost his accent, he still loves the sport of hockey, and the Boston Bruins.less