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Social Security Retirement Solutions

Client Centered

We at Cornerstone offer free social security individual reports. These are customized reports for our clients. We also offer free social security workshops for companies, unions and the general public. Please contact us for information on our workshops.

Understanding social security and medicare

How these programs can fit into your retirement strategies

  • Social security is a major source of income for most people age 65 and over
  • Do you know seven possible sources of retirement income?
    • Social security (the base)
    • An employer pension (less common today)
    • Income from a traditional IRA or 401(K)
    • Roth IRAs
    • Nonqualified asses (e.g., nonqualified annuities, mutual funds)
    • Continued employment
    • If necessary, family supports, charity, or public assistance

We at Cornerstone offer free social security individual reports. These are customized reports for our clients. We also offer free social security workshops for companies, unions and the general public. Please contact us for information on our workshops.

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