Social Security

Paying Uncle Sam When You Retire

by Craig Moser on July 27, 2018

There’s an old saying, “you can pick your friends but you can’t pick your family!”  Even if we could, no one would pick Uncle Sam because he always wants your money; even when you retire.  Have you thought about paying […]

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5 Social Security Myths

by Craig Moser on June 29, 2018

With all the misinformation, complex benefit formulas and individual opinions, navigating Social Security can feel like a mine field.  An even worse, selecting the wrong path can lead to a costly mistake.  Before you make your decision, here are 5 […]

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Couples: Is Your Retirement Vision in Sync?

by Craig Moser on June 15, 2018

Daydreaming about retirement can be a lot of fun.  And if you’re married, you’ve probably been thinking in terms of when “we retire, we’re going to … (fill in the blank)”.  Unfortunately, fantasy doesn’t always translate to reality.  You need […]

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Here's what you'll get:

Customized Social Security Benefit Summary
to help maximize the payments you are entitled to

Financial Organizer
to summarize all aspects of your financial affairs

Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying

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