When should you take Social Security benefits? How and when do you enroll in Medicare? Our personalized strategies can help you navigate these decisions with peace of mind and balance your needs and goals for retirement.
”You only have to do a very few things right in your life so long as you don't do too many things wrong.
Warren Buffett
Navigating Social Security and Medicare planning can feel overwhelming. We help optimize Social Security claiming strategies for individuals and married couples and guide you through Medicare enrollment and supplemental coverage options. Partner with us for a streamlined and confidence-building process.
Our team analyzes your earnings history and advises on the best time to start claiming benefits. Our goal is to help you get the most out of Social Security while staying aligned with your retirement plans.
We help you navigate the Medicare enrollment and open enrollments periods, coverage comparisons, and supplemental plans. Your healthcare choices are highly personal decisions, but we are here to help you evaluate the financial implications.
Our advisors can help model and analyze spousal benefits, survivor benefits, and coordinated claiming strategies to help married couples maximize Social Security benefits for long-term security.
Obermeyer Wealth Partners is an independent, fee-only wealth management firm. Our investment philosophy emphasizes patience and long-term wealth preservation over speculative gains. Through strategic portfolio construction and disciplined financial planning, we help you build and protect lasting wealth for generations to come.
The Social Security full retirement age depends on your birth year, and is typically between ages 66 and 67. Reaching this age allows you to claim full benefits without reduction.
Your Social Security benefits are based on your earnings history and length of employment, with higher earners receiving more. We can help estimate your benefits and strategize with you on ways to maximize what you receive.
Yes, you can work and collect Social Security, though benefits may be temporarily reduced if you’re below full retirement age and exceed annual earnings limits.
Deciding when to start Social Security depends on your financial goals and specific situation. Waiting until full retirement age—or even later—can significantly increase your monthly benefit.
Social Security benefits may be taxed depending on your income. An advisor can help you understand thresholds and explore strategies to minimize tax implications.
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Explore wealth management solutions with our approachable yet experienced team. Whether you’re looking to learn more about our investment philosophy or curious about our fees, let’s connect!
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501 Rio Grande Place, Suite 107
Aspen, Colorado 81611
Phn: 970.925.8747
Fax: 970.925.8723
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200 Columbine Street, Suite 600
Denver, Colorado 80206
Phn: 303.321.8188
Fax: 303.321.8055
