by rrmad | Sep 9, 2016 | News and Updates
I recently returned from Nashville, TN, where I conducted an educational session for the Society of Financial Service Professionals. This diverse group comprises over 25 professionals including CPAs, attorneys, insurance agents, and financial advisors. My invitation...
by rrmad | Sep 7, 2016 | Success Stories
One of the reasons I founded this company was to empower people to make informed decisions. Recently, I worked with Bonnie to plan her retirement. We assessed her Social Security, assets, and income goals. While she had little debt and reasonable retirement income...
by rrmad | Sep 7, 2016 | Questions and Answers
Answer: Firstly, Social Security offices are not authorized to provide advice; their role is strictly paperwork processing. Completing paperwork during your visit might be convenient for them to avoid future tasks. However, determining whether it’s optimal for...
by rrmad | Sep 7, 2016 | Questions and Answers
Answer: One prevalent myth about Social Security is its financial solvency. Contrary to popular belief, recent audited reports reveal a surplus, projected to continue until 2023. After this, outflows are expected to surpass inflows, depleting the surplus over...
by rrmad | Sep 7, 2016 | Questions and Answers
Answer: Good question. It actually depends. There are basically 4 variables that come into play when calculating the optimal benefit from Social Security. It is very complicated as you have to look at your age, your work history, your marital status, and how long you...
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