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7 Things to Know About Working While Getting Social Security

Aug 22, 2024

If you claim benefits early, income from work can reduce your monthly payments “Retirement” used to be synonymous with “not working.” Not anymore. More than a quarter of U.S. adults ages 65 to 74 are still in the workforce, according to the federal Bureau of Labor...

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Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission. The firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Accordingly, this website is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://reports.adviserinfo.sec.gov/crs/crs_311934.pdf). We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy. Jim Sloan & Associates, LLC and MariPau Wealth Management, LLC are not affiliated entities.

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Jim’s latest book, The Financially Informed Investor, is the only one of his six books that is currently available. The other five books have been superseded and are out of print. All media logos are trademarks contained herein are the property of their respective owners and no endorsement by those owners of Jim Sloan or Jim Sloan & Associates, LLC is stated or implied. Neither the firm nor its representatives may give tax or legal advice.

You are encouraged to review a copy of our Form ADV Part 2 & 2A Brochures along with our Part 3 Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at the following link (https://adviserinfo.sec.gov/firm/summary/311934).

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7 Things to Know About Working While Getting Social Security

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