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Social Security Analysis
Social Security is a complex topic, there are multiple factors to consider when determining when to take social security. Most people are unique, their current income and historical earnings are not the same as their neighbor’s or friend’s situation.
5 Advantages Of Investing
In Individual Stocks
As a Portfolio Manager I prefer investing in Individual Companies over Mutual Funds and ETFs as Tools of my Trade. If I need to cut a board, I need a saw, not a wrench.
10 Critical Considerations For Retirement Planning Checklist
As a practicing Certified Financial Planner® for over 30 years, I find the number one mistake people make in planning for retirement is underestimating the amount of money they will need. I know when I first became a financial advisor, I learned a client should expect to need about 60 percent of their working income in retirement.