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How to calculate your estimated Social Security benefit so that you can properly plan for a care-free retirement.
How and when to apply for Social Security so that you maximize your payments and avoid missing out on thousands of dollars in hard earned benefits.
Everything you need to know about how Social Security is taxed (and what percentage you can expect to fork back over to Uncle Sam).
How to generate “Bridge Income” so you can get the largest possible retirement benefit.
Social Security income maximization strategies that MOST people totally ignore.
Nancy Ann Coon has over 10 yrs experience in the financial services industry. While she serves hundreds of clients throughout the United States, the majority are in AZ and UT where she offers in-person consultations. Her team of professionals is dedicated to doing what is in the client’s best interest, whether it be managing retirement accounts, choosing among health insurance and long term care options, protecting business and personal assets from possible liability lawsuits, or setting up trusts for estate planning. Regardless of the expertise needed, Nancy’s team will always base recommendations on the client’s best interest, as required by a Certified Financial Fiduciary®.
Tom Hegna is a best-selling author, industry renowned speaker, and world-class coach with over 30 years of experience in the financial services industry. As a former First Vice President at New York Life and retired Lieutenant Colonel, he’s spent the last several years of his career becoming the leading voice on all things retirement. Tom has presented all over the world, including over 5,000 presentations across all 50 states.
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