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What We Do

Financial Planning

A recent study by the Social Security Administration and the University of Michigan found a filing error rate of more than 90% that on average cost filers $111,000!  Since Social Security typically provides more than 40% of retiree income, this is the ideal place to start helping pre-retirees to maximize the Social Security benefits they have earned.

We have also found that retirees need help in understanding how their spending habits change in retirement and how to structure payments from tax-deferred and tax-free accounts to take advantage of current tax laws.  When done properly, this planning can help retirement accounts last two to seven years longer.  

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