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BAM Intelligence

Strategies for Optimizing Your Social Security

In this webcast, BAM ALLIANCE member and chair of the Advanced Planning Committee Jim Cornfeld discusses different approaches for maximizing Social Security benefits. Specifically, he addresses strategies geared toward individuals between the ages of 58 and 70 who have not yet filed for benefits, and for those younger than 66 who already have filed.

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE

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Jim joined Buckingham in 2006. Prior to that, he was vice president and portfolio manager for First Bank Wealth Management Group. He spent 18 years with Mobil Oil Corporation in its marketing division, representing Mobil globally from its offices in Africa, Australia and New York. Jim is a CERTIFIED FINANCIAL PLANNER and chairs the firm’s Advanced Planning Committee.

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