Social Security, Retirement Planning, How to Avoid the $200 Christopher Swan, CFP®, MBA Social Security, Retirement Planning, How to Avoid the $200 Christopher Swan, CFP®, MBA

The Social Security Decision That Could Cost You $200,000 (And How to Avoid It)

The conventional way to think about Social Security is “when do I break even?” That’s the wrong question. Here’s the rules-based Bridge Investment Test — with the marriage multiplier and the 15%/25% portfolio-protection guardrail — that protects your daily bread, your spouse’s surviving years, and your portfolio.

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