Financial Planning Newsletter – May 2023

May 31, 2023

Social Security is one of the primary sources of income for retirees, but determining how much you will receive can be a complicated process. Our latest financial planning newsletter includes important information on how you can optimize your Social Security benefits and some of the potential pitfalls to avoid. We also discuss dynamic tax harvesting, an important investment practice that Hanover uses to minimize clients’ tax burden. 

To read the Newsletter, click here.