Is Social Security a Good Investment?

Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead.  Chris was self-employed and had structured his business as an S-Corporation.  He could either pay himself a large salary, and maximize the payments into Social Security, or pay…

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The ABC’s Of Social Security & Medicare: Webinar Recap

ABC on chalkboard with books and chalk

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions to consider. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a…

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2020 Medicare: What you need to know

black blood pressure gauge

Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on…

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