Social Security is the first or second largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE!
The new Tax Law changes have placed a strict time and age limit on some special claiming strategies. TIMING IS EVERYTHING! Learn simple strategies to Maximize your Benefits and Increase Your Retirement Income!
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These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.’ teaching method makes it easy for you to understand, retain and profit from the information covered.
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000.
You’ve worked hard your whole life and have paid into the Social Security system for years. Now it will soon be your turn to collect. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.
Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your timeand effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.
If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.
1940 W. Pinnacle Peak RoadPhoenix, AZ 85027