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. Special thanks to Jolley Asset Management for hosting this event. We discussed the common myths of Social Security, recent rule changes, how to use the remaining rules to their advantage, and how Social Security can impact their other resources in retirement. At the conclusion, we discussed the value of having the facts before they make a decision on when to take benefits. We let them know that we were available to run a custom analysis for them and most took us up on our offer. This is why I provide the education, so people can understand why haveing all the facts is so important for their future. If you would like to host an event in your area, just click on the tab on our website. We would love to help.
The Unfair Burden: How The Tax Code Impacts High Net Worth & Middle Income
In the labyrinth of tax laws and regulations, two groups find themselves at odds with a system...