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M AY 2022
SCV BUSINESS VOICES Are all the pieces of SCV BUSINESS VOICES your financial future Understanding Social coordinated into one holistic plan? Security Benefits IVY PIERSON
Founder and Investment Advisor Representative Pierson Wealth Management
F
rom market volatility and inflation to healthcare planning and taxes, it is important to have a coordinated, comprehensive plan in place for retirement today. Pierson Wealth Management is dedicated to helping individuals build a holistic strategy to minimize taxes, maximize savings, and make money last throughout retirement. People often have questions along the way, and we are committed to providing answers to offer peace of mind. Q: When should I start taking Social Security benefits? Is it better to hold off? A: Many are tempted to wait longer to earn a larger monthly payment. This decision can significantly impact whether your money will last you throughout retirement, so it is important to make an informed choice. However, the answer varies for each individual. Although holding off until age 70 is beneficial for some, it is imperative to consider your additional income sources, financial needs, health, spousal benefits, and life expectancy. Don’t forget to consider the impact your decision has
on taxes. Making an informed decision that is right for you can mean the difference of tens of thousands of dollars of income in your lifetime. Consult with your financial professional to determine what is best for your personal situation. From market volatility and inflation to healthcare planning and taxes, it is important to have a coordinated, comprehensive plan for retirement. We are dedicated to helping individuals build a holistic strategy to minimize taxes, maximize savings, and make money last throughout retirement, while answering their questions along the way. If you have questions regarding your retirement income planning options, reach out to us at (661) 297-7566 or submit your questions to Ivy@PiersonWealthManagement. com. Pierson Wealth Management is located at 28368 Constellation Rd., Ste. 396, Santa Clarita, CA 91355. Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic# 0C92500.
Ivy Pierson, CEP, MBA
Founder & Investment Advisor Representative
Prosperity with Confidence Contact us today to book a 20-minute introductory phone call to discuss your situation, goals and needs. We look forward to helping you pursue your goals and objectives. 28368 Constellation Rd Unit 396, Santa Clarita, CA 91355 (661) 297-7566 (661) 263-9958
PiersonWealthManagement.com Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. CA Insurance Lic #OC92500
