![Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?! Thumbnail](https://static.twentyoverten.com/5e2727fda8d5dc771e9cdc63/cvwq1FVKXNj/cropped/_feature-image-15.png)
Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!
Charles frequently receives financial planning questions via email. This week, he addresses Mary's concern about her portfolio, which dropped significantly earlier this year, recovered somewhat, but is still down from its peak. Relying entirely on this money for income, Mary is considering starting Social Security earlier than planned.