March 1, 2013

Investment Strategies: Maximize Your Social Security Benefits

The Investment Strategies Committee

Interview with Walter T. Burke & Karin Lopez

Social Security appears very simple but can be very complex. Some financial planners have developed strategies for maximizing social security benefits for married couples by analyzing the amount of benefits, the work plans of the couple, and the timing of the appli- cation. Walter T. Burke, a member of the SLD Investment Strategies Committee and chair of the SLD Elder Law Committee, asked financial advisor Karin Lopez, MBA to explain several different claiming strategies for Social Security benefits. Ms. Lopez  is a shareholder and financial planner with Arista Wealth Advisors, a registered investment advisor (RIA) with the Securities and Exchange Commission. Mr. Burke is a founding member and vice president of Arista Wealth Advisors. He is also cofounder of the law firm of Burke & Casserly in Albany, New York, where he has concentrated his law practice in elder law; trusts and estates; succession planning; and financial, retirement, and tax planning.


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