In Loving Memory of Jeffrey Collier

October 2, 1951 – November 27, 2020

Jeffrey C. Collier

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Manage Your Retirement

Leveraging Social Security requires insight and knowledge.

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Our Values

Understanding Social Security

Types of Social Security Benefits

Learn about different types of Social Security benefits and how they can impact your retirement income.

Benefit Strategies

Discover strategies to manage your Social Security Benefits.

Spousal and Survivor Benefits

Understand the spousal and survivor benefits available through Social Security.

Social Security: What's Next?

Make the most of your Social Security benefits during retirement.

What You Need To Know About Social Security

Every so often we're told that Social Security benefits are running out. Is there truth to the fears, or is it all hype?

Social Security And You

Do's and Don'ts

Do's and Don'ts

Understand how to avoid common pitfalls when incorporating Social Security into your retirement strategy.

Inflation and Social Security

Inflation and Social Security

Learn how inflation can affect the power of your Social Security benefits and strategies to mitigate this risk.

When to Take Benefits

When to Take Benefits

Explore different scenarios and goals based on when you begin to take benefits.

Healthcare Costs And Social Security

Healthcare Costs And Social Security

See how to use social security to help pay for healthcare expenses.

Social Security Insights

A collection of valuable resources for your retirement.

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What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Secure Your Financial Future

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These resource paces are for informational purposes only and is not a replacement for real-life advice. You are encouraged to speak with your tax, legal, and accounting professionals before modifying any part of your overall tax strategy.