Tuning Your Social Security Benefit Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! When should you take your Social Security benefit? Related Content Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. The Cost of Medical Care Learn about the risks of not having health insurance in this informative article. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."