Resources

 

SocSec

Social Security Administration –access estimates of your benefits, track you annual contribution and tax levels, and begin the application process.

*contact our team for a complimentary benefits analysis

 

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Medicare –learn more about your various options and compare plans.

 

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AARP –a resource for discounts and information for senior citizens.

 

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The Parents Guide to Kids and Money –learn best practices and simple steps you can take to provide your children (and grandchildren) with the skills they will  need to live a bright and fulfilling financial future.

*contact our team for a complimentary copy of this brochure