Think you should wait to start taking Social Security? At Chevy Chase Trust, many of our clients are asking this very question. Leslie Smith, Head of Planning, examines key decisions as you head into retirement—and what happens if you choose to wait.

Food for Thought: When should I start taking Social Security benefits?

We receive a lot of questions about social security benefits and as food for thought, we are sharing the answers on when is the best time to collect.

Smart college planning is the gift that keeps on giving. From UTMA accounts to 529s, Chevy Chase Trust shows clients how to build a legacy of learning through personalized tuition savings strategies that take into account a family’s complete financial picture. Chevy Chase Trust’s Laly Kassa and Leslie Smith share their insights on the best savings strategies for maximizing returns.

Financial Planning and College Savings

Every client at Chevy Chase Trust receives comprehensive financial planning.