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Chief Investment Strategist, Managing Partner, Senior Investment Advisor · 514 published articles
Q: I just utilized your Social Security Optimizer on the website and I have a question. In the recommended solution section it states that my spouse should file and then immediately suspend his benefit. My plan…
Read more →Q: I was a federal employee and did not pay into Social Security while working for the government. However, I was fully vested and, due to the WEP Act, I only draw a small portion of…
Read more →Optimizing your Social Security benefits before retirement ensures a successful retirement. Find out more about your Social Security benefits estimates w/ our team.
Read more →Wes Moss shares a simple way to budget your income using taxes, savings, and life. Build an emergency fund with this proprietary method.
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