Blog

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Rocky Mount Educational Event

We had a great event at Benvenue Country Club in Rocky Mount NC. At a lunch meeting, I had the opportunity to share how to get more out of Social Security benefits for a group of about 15 people....

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New Social Security SCAM

I was sent an article that recently appeared in the McDowell News, a local paper in the mountains of NC, that details a new scam meant to first scare people about Social Security and falsely uses a...

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Educational Seminar in Raleigh

Thanks to Tim Tucker and World Builders for affording me the opportunity to share my expertise on Social Security and Retirement Resource Management. With the gas shortage, I realize that some of...

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Trip to Nashville

I just got back from Nashville TN where I provided education for the Society of Financial Service Professionals, a group of over 25 CPA’s, Attorney's, Insurance Agents and Financial Advisors. I had...

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News

It happens all too frequently on Twitter. Someone without any credentials writes a piece that says you should always take Social Security as early as possible. Their rationale is that you may have...

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Disaster Avoided

One of the reasons I started this company was to help people make better decisions. I recently met with Bonnie to help her plan for her retirement. We went through her Social Security and looked at...

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Politics and Social Security

This time of year the airwaves are filled with political ads. Without getting into politics one of the favorite punching bags is Social Security. Part of this is because so little is known about Social Security that scaring people has proven to be an effective way of getting people to vote for candidates. The second is that by scaring people they can go on record and say they are trying to solve the problem that everyone knows needs attention but politicians really don’t want to solve. Take for example 1983…

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