Social Security Retirement Income (SSRI) provides a safety net for Americans. SSRI is also divisive–many people feel like it won’t be around when they need it! Read on to learn about how much SSRI pays, to whom, and a high-level overview of how it works. Did you know that in the year 2022: The average...Read More

On Marketwatch.com, our own Cameron Morgan gives pre-retirees advice about how to take Social Security: “From making sure your earnings record is accurate, to considering the impact of your claiming strategy on not only yourself but your spouse, you have choice and control over how you manage this lifetime income benefit. Get informed, and decide...Read More

College Grads earn more than high school dropouts. Similarly, folks who postpone Social Security income likely make more than those who take it at the earliest possible age. Let’s take a look: Graduation The “How to EDU” web site quotes the following average salaries based off the highest education earned: High school drop outs: $18,734...Read More

There is a lot of confusion regarding the changes to Social Security. Last week’s Social Security presentation by Bret Eberhardt was very popular and a full house! If you know anyone who asks about Social Security, or if you have any questions, give them the phone number or e-mail address of one of the financial...Read More

This news may affect some of you who have not yet started your Social Security Retirement Income Benefit, and are not planning on starting it for at least another six months. After last week, you may have fewer Social Security benefits than you did the week prior. Last week, Congress may have put the nail...Read More

This week, let’s turn our attention to something we can control: Social Security. If you have not already started to receive it, you have some choice and control over when to start and can, with expert help, get more than you might otherwise. and nbsp; Did you know that only 3% of people answer 10...Read More

Computer safety is a key focus for us this year. and nbsp;In 2014, we’ve seen an increase in attempted internet crimes with our office, and other offices of our broker dealer. And many of them look like they are coming from you–no kidding! We have received several fake emails coming to our offices requesting that...Read More

As a doctor, you dedicate your time and expertise to caring for your patients’ health and well-being. But amidst the demanding nature of your profession, it is essential not to overlook the financial aspects of your practice. By taking advantage of the top tax deductions available to doctors, you can save more money and stress...Read More

Retirement is a time to relax and enjoy the fruits of your labor after a lifetime of hard work. However, ensuring that you have a secure retirement income is crucial for maintaining your standard of living and achieving financial stability. Planning for a secure retirement income can seem overwhelming, but with the right approach and...Read More