Category: Retirement & Wealth Planning Case Study Type: Pre-Retirement Planning This financial case study explores how I helped a couple navigate retirement planning, optimize taxes, and use indexed annuities to secure their future. Client Profile Understanding This Financial Case Study John and Susan had been diligent savers, accumulating over $1.3 million in retirement accounts and … Read more
When it comes to Social Security, most people think of retirement benefits. But what happens when a spouse passes away? That’s where Social Security survivor benefits come in—an often misunderstood but critical part of financial planning for widows, widowers, and dependents. Over the years, I’ve had many clients who were unaware of their eligibility for … Read more
When it comes to retirement planning, Social Security plays a more significant role than many realize. It’s not just a passive income stream you collect once you retire—it’s an asset that, when strategically managed, can greatly enhance your financial security. Understanding when and how to claim benefits can mean the difference between a comfortable retirement … Read more