by rrmad | Sep 9, 2016 | News and Updates
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 been invited to come to help them better understand Social...
by rrmad | Sep 9, 2016 | News and Updates
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 to live to your early 80’s to break even. What they fail to understand...
by rrmad | Sep 7, 2016 | Success Stories
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 her assets. Fortunately for her, she had very little debt and a...
by rrmad | Sep 7, 2016 | Questions and Answers
Answer: First Social Security offices are not allowed to give advice. They are there to help process paperwork. It may be in their best interest to have you complete the paperwork while you are there so they will not have to do this in the future. It is impossible to...
by rrmad | Sep 7, 2016 | Questions and Answers
Answer: One of the myths about Social Security is that they are broke. This is more political than factual. The recent audited report of Social Security shows a surplus and is expected to run a surplus through 2023 at which time outflows will exceed inflows and the...
