Social Security is a vitally important retirement resource that you should be planning ahead for how to optimize as part of your financial plan. As CFPs doing comprehensive financial planning, we’ve helped thousands of families claim their Social Security benefits. Today, we’re covering the five most common Social Security questions in this episode of Wise Money.
Season 9 Episode 6
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Should You Plan for an Inheritance?
Insuring Your Small Business: Closing the Coverage Gaps
Medicare Mistakes to Avoid When Working Past 65
Record Number of 401k Early Withdrawals - How to Avoid This
Tax Planning Changes for 2024
How to Become a 401k Millionaire
The Right Retirement Plan for Self-Employed
Pros and Cons of Health Insurance on Marketplace
How to Help Your Kids Develop Money Skills
Top Tax Strategies for Retirement
The Right Entity Structure For Your Small Business
How to Invest Tax-Efficiently
5 Truths About Recessions
Tax Surprises for Your 2023 Tax Return
Understanding the Partial-Year Rules for HSA
Tax Planning Strategies to Maximize Your 2023 Tax Return
Solutions for Today's Greatest Risks
2023 Investment Recap and 2024 Market Outlook
Best Ways to Save for Retirement Without a 401k
The Most Common Financial Goals for 2024
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