Filing Wiser Workbook

This workbook was originally created as a resource for financial professionals to assist their clients in making decisions about Social Security benefits. Quick rules-of-thumb and one-sentence answers are rarely the most optimum way for people to elect their Social Security benefits and this workbook helps pull out all of the specifics that go into making a well-planned and reasoned decision about when and how to elect Social Security benefits.

This workbook is not designed to be a description or commentary on or of Social Security. This workbook is a tool for Social Security filers and financial professionals alike. Users of this workbook should understand that this is an advanced tool. It is likely that members of the public will need assistance from a certified Social Security Expert who has advanced education regarding Social Security benefits.

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