Don’t pull that lever!

Don’t pull that lever!

Are you or someone you know about to file for Social Security benefits? I wouldn’t if I were you… at least not until you first learn how to maximize your benefits. You may recall that last year I began offering a new service to my clients and the...
Social Security Workshops

Social Security Workshops

Over this past year, I’ve begun offering a new service to my clients that I’d like to tell you about. Myself and a small team of financial advisors are providing Social Security workshops to employer and community groups, wherein we educate baby-boomers on...