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Get Your Complimentary “Social Security Benefits Planner”

Get Your Complimentary “Social Security Benefits Planner”

You may need to pay Income Taxes on a portion of your Social Security benefits, based on your Income. But knowing the Rules can help you minimize your Income Taxes as much as The Law allows. Don’t needlessly over-pay your Income Taxes ! Whether or not your Social...
Do You Need Help with Your DROP Social Security and Medicare Choices, Deadlines and Paperwork?

How to Minimize Your Social Security Taxes

Income Taxes are The Forever Bill. They are often a person’s single largest expense. Even after Death.   Your Estate may even pay Income Taxes on your final tax return after your death. That says it all.   Most Americans needlessly overpay their Income...
Retirement Rule #1: Don’t Risk or Lose Your Principal

Retirement Rule #1: Don’t Risk or Lose Your Principal

Recent Market Volatility has once again proven the old adage that Markets fall faster than they rise, and that trees do not grow to the sky. Like Endless Summer … all Bull Markets end.   Millions of Retirees have just experienced a dramatic loss of wealth,...
Do You Need Help with Your DROP Social Security and Medicare Choices, Deadlines and Paperwork?

How to Maximize Social Security Benefits with Spousal Strategies

Starting your Social Security Benefits will be one of the most important financial decisions of your entire Life.   Your Social Security check will be with you for the rest of your Life. Literally.   Plus, Social Security elections are irrevocable after 12...
10 Tips for a Successful Retirement

10 Tips for a Successful Retirement

From Fraser Allport, The Total Advisor™ 386.882.6256 Fraser’s “ 10 Step System ” helps you take control of your finances, health, and well-being with a holistic approach, so that your Retirement is the best chapter in Your Life Story. Asking yourself, “ When can I...