Building Your Wealth Bridge
If your CPA, attorney, advisor, and insurance professional aren’t talking to each other, you don’t have a plan. You have a collection of opinions.
We fix that, and here's why:
💬 𝐖𝐡𝐚𝐭 We 𝐎𝐟𝐭𝐞𝐧 𝐇𝐞𝐚𝐫 𝐅𝐫𝐨𝐦 𝐭𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡𝐲
“My advisor never talks about taxes, estate planning, or insurance.”
“I’m worried my kids won’t be able to handle this wealth.”
“My advisor doesn’t coordinate with my accountant or attorney.”
“We only discuss investments, but never my business or bigger goals.”
🔍 𝐖𝐡𝐲 𝐓𝐡𝐚𝐭’𝐬 𝐚 𝐏𝐫𝐨𝐛𝐥𝐞𝐦
Each statement reflects a service gap that leaves affluent families exposed.
The more wealth you have, the more you need advanced tax strategies, creative estate planning, and protective measures (insurance, cybersecurity) that work together, not in silos.
🌉 𝐎𝐮𝐫 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: 𝐓𝐡𝐞 𝐏𝐥𝐚𝐧𝐤-𝐁𝐲-𝐏𝐥𝐚𝐧𝐤 𝐏𝐫𝐨𝐜𝐞𝐬𝐬™
Since 1980, McCabe & Associates, Inc. has studied the specific needs of 500+ wealthy families and developed a coordinated framework we call the Plank-by-Plank Process™.
This approach blends technology, experience, and collaboration to give families one clear benefit:
➡️ Confidence that McCabe can be their first phone call on any financial matter.
We help families simplify complex decisions so they can focus on what truly matters: their legacy and financial security. Our experience across 500+ families has shown that coordinated planning adds measurable confidence and clarity at every stage.
➡️ 𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗖𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗲𝗱 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴?
If you’re a widow, business owner, or multi-generational family seeking coordinated planning, visit our website at tcmccabe.com.
McCabe & Associates, Inc
9480 Enterprise Dr., Suite 1
Mokena, Illinois 60448-8690
708-479-7755
708-479-7766 Fax
Registered Representative of and securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Partners, a Registered Investment Adviser. Cetera Wealth Services, LLC, AdvisorNet, and McCabe & Associates are not affiliated companies.”
Building Your Wealth Bridge
Social Security Filing Strategies
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In episode 9 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, discusses filing for social security. In the episode, he goes over three real life case studies he encountered in the last year which led to the recommendation of three different filing strategies. Below are a few of the other topics he dives into:
· Common reasons why individuals may choose to file for social security and begin collecting as early as possible, as late as they can or somewhere in between
· The importance of understanding your options even before reaching early retirement filing age
· Different factors advisors will look at and analyze for clients to better assist them with making a filing decision
· Questions and concerns George has received from clients regarding social security
As always, please send our team any questions or topics you’d like us to cover in the future.
We hope this finds you well.
This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.