by Steve | Oct 26, 2016 | News and Updates
This week kicked off with a series of three educational events, each aimed at empowering individuals with a better understanding of Social Security and retirement planning. First up was a pilot program sponsored by Municipal Benefits with the Town of Apex. Special...
by Steve | Oct 19, 2016 | News and Updates
So, it happened again. While scrolling through Facebook, I stumbled upon a post about Social Security. Intrigued, I clicked the link and found myself disagreeing with some of the analysis presented. Attempting to engage in a constructive conversation in the comments...
by Steve | Oct 11, 2016 | News and Updates
I recently came across an article that emphasized the importance of reaching a specific savings threshold for retirement. While savings certainly play a crucial role in retirement planning, they often take a backseat to other financial priorities throughout life. What...
by Steve | Sep 26, 2016 | News and Updates
Undoubtedly, one of Social Security’s notable features is the Cost of Living Adjustment (COLA). However, last year surprised many retirees as there was no COLA, meaning no increase in benefits. Despite rising expenses like groceries, healthcare, and insurance,...
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 6, 2016 | News and Updates
During this time of year, political ads flood the airwaves, with Social Security often a target. The lack of understanding about Social Security allows fear tactics to sway voters. Politicians exploit this fear to appear as problem solvers, though many are hesitant to...
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