Overman Capital Management

🌟 Worried About Social Security? Get the Facts and Maximize Your Benefits! 🌟

Are you nearing retirement and concerned about the future of Social Security? You're not alone! Many folks in New Bern, NC, share these worries. But don’t let the headlines scare you.

In our latest blog post, we break down the reality behind those alarming projections and offer actionable tips on how to secure and maximize your benefits. Whether you’re thinking of claiming early or waiting it out, understanding your options can make all the difference for your retirement.

Social Security: Understanding the Future and How to Maximize Your Benefits In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. However, if the trust fund were to run out, it doesn’t mean that Social Security payments would come to a screeching halt.

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Q1 2024 brought a nice change to the $SPX, with 40% of firms outpacing the index. While this is better than 2023 (27%), the proportion of outperformers is still below the 29-year average of 48%. Too narrow?