In the News:

Maximizing Social Security

Thursday, September 21, 2023 from 6:30 – 7:30 or

Wednesday, September 27, 2023 from 6:30 – 7:30

Learn important rules to help maximize Social Security.

For many Americans, Social Security is the single largest asset they have in retirement and greater than 90% of all recipients do not maximize their Social Security benefits. Advanced planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

If you are interested in attending any of the scheduled classes, please call us at 774-602-5196.


Premium News Content

The following articles and videos have been curated especially for you, from the New York Times, Business Insider, Forbes, Reuters, Bloomberg and other subscription publishers.

My goal is to share relevant and meaningful information that you may find interesting and helpful.  I welcome you to share any of the articles you find useful with your friends, family, and colleagues.

As always, I’m here should any of the articles spark questions or comments.

Ready to Start Your Journey?