Plan-It-Yourself Workbook

A workbook for the seven Social Security claiming decisions most retirees get wrong.

Most people don't pick when to claim Social Security. They guess. This is a printable workbook from a CFP® that walks you through the seven decisions that actually matter, with the worksheets and the math. Plain English. No advice. Just the structure most people are missing.

By Dr. Adam Link, CFP® at Fireweed Capital

  • Pick your claiming age (the math behind 62, FRA, and 70)
  • Run the spousal benefit decision (it's not always "the higher of the two")
  • Quantify the survivor benefit you're sizing for the rest of your spouse's life
  • The earnings-test trap if you keep working past 62
  • The taxation table: when up to 85% of your check becomes taxable
  • Coordinating SS with IRA conversions, RMDs, and capital gains
  • The break-even worksheet: when delay credits are actually worth it
Reserve Yours

Where should we send the workbook?

We'll email you the moment the workbook is ready. No card today.

Educational publication only. Not investment, tax, or legal advice.

Insurance services through Fireweed Capital. Investment advisory services through Portfolio Medics, LLC, an SEC-registered investment adviser. CFP® and Certified Financial Planner™ are certification marks of the Certified Financial Planner Board of Standards, Inc.