Investment and financial planning guidance without the industry jargon.
Congress has passed amendments to Social Security...you need to know what to do if you're currently in your 60's and not yet claiming.
I have published several articles on Social Security claiming. I have gotten claimants up to $64,000 in additional benefits with a 15-minute call. I specialize in married couples, divorced people, widows and widowers and anyone looking to max out their retirement benefits.
I can help guide you toward an appropriate asset allocation and suggest some ideal ways to invest. Save the $$$ that you would pay for a financial advisor or planner and do it yourself with an hour of advice. I emphasize a proper balance of risk and reward. I only suggest low-cost, low-fee solutions.
I can help you figure out whether it is worthwhile to re-finance your home or your school loans. I have helped people cut monthly payments by $400 with a few minutes of planning. I take an analytical approach to the decision. I can help suggest ideal strategies to implement a re-finance.
I recently published an article titled "A Retirement Spending Blueprint" in the Journal of Financial Planning. I can walk you through how to think about various withdrawal strategies.
