by Steve | Oct 26, 2016 | News and Updates
This week started with a series of 3 educational events. The first was a pilot program sponsored by Municipal Benefits with the Town of Apex. Special thank you to Eleanor Green for working with us and gathering a great group of employees to learn about how to best use...
by Steve | Oct 19, 2016 | News and Updates
Well, it happened again. I was on Facebook looking at pictures of friends and trying to ignore political posts when a post came up about Social Security. This always intrigues me, so I opened the link and while I agree with some of their analysis it is not completely...
by Steve | Oct 11, 2016 | News and Updates
I recently saw an article that emphasized that you should have some magic number of assets saved up for retirement. While I agree that the assets play an important part in retirement planning, often they are underfunded and other saving objectives throughout life have...
by Steve | Sep 29, 2016 | News and Updates
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...
by Steve | Sep 28, 2016 | News and Updates
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 reputable source in the community as a source of the information. The...
by Steve | Sep 26, 2016 | News and Updates
No doubt about it. One of the best features of Social Security is the Cost of Living Adjustment or COLA. This past year came as a surprise for many as there was no COLA and thus no increase. Now I know what you are thinking that my grocery bill went up, my health care...
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