Blog Site: March 2016

Understand April 29th 2016 Social Security Deadline

As the April 29th Social Security deadline approaches for the file and suspend strategy, phones have been busy. Not all clients need to act prior to that deadline, however.

The file and suspend and the Restricted Application strategies work in conjunction with one another for a married couple.

Are Annuities Good Investments?

Annuities are one of the few financial products that allow financial advisors to use the word "guaranteed".

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