What's next for Social Security?

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 wealth managers here at AIFS for an absolutely free Social Security consultation.

April 29, 2016 is a big date for some people who are about to claim Social Security. If you're unsure why or whether this affects you, please contact one of us.

I know most of you are interested in retirement income, and how are you going to do it? Please e-mail margo@assetsandincome.com to request a copy (we're not permitted to put it directly on the website) of Nick Murray's interesting and high-level overview of what kind of income we can expect.

For the rest of us, retirement income is based on assumptions and history, which are not projections. What has happened already may or may not have any relevance to what happens next. Our tolerance for this ambiguity is a great determinant of our success.

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