Insights

The Stabler Wealth Management team is pleased to share a replay of our latest webinar, “Social Security: Preparing for Retirement.”

In this session, Managing Partner & Wealth Advisor Dave Mantell, CFA, CFP®, along with guest presenter Jack Wood, C(k)P, CPFA, walk through the key decisions that can significantly impact your retirement income strategy.

During this informative discussion, we cover:

• How Social Security benefits are calculated and what determines your Full Retirement Age

• Strategies for claiming benefits, including considerations for couples, divorcees, and survivors

• How timing your benefits can affect taxes and overall retirement income

• Key planning opportunities to help maximize lifetime benefits and reduce potential tax surprises

Whether you’re nearing retirement or simply want to better understand how Social Security fits into your long-term plan, this replay offers valuable insights to help you make more informed decisions.

We hope you find this helpful, and please feel free to share it with anyone who may benefit.

We encourage you to reach out if you have any questions!

📧 Contact us: Team@StablerWM.com 📧 Contact Tamara: GaryF@HeffINS.com

Our team of Certified Financial Planners (CFPs®) is dedicated to helping you navigate retirement with confidence. Whether you’re already retired, considering early retirement, or in the planning phase, these insights will help you make the most of your hard-earned savings.

You may also want to read our Q4 2025 Quarterly Economic Update.

team@stablerwm.com | (425) 646-6327

Securities and Advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Stabler Wealth Management is not registered as a broker-dealer or investment advisor.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Stabler Wealth Management and LPL Financial are not affiliated with or endorsed by Boeing.