When Should I take Social Security?
Gene McManus, CPA, CFP, and Sharon Head, CPA discuss What You Need To Know About Social Security Retirement Benefits. Taxes and other factors can affect claiming decisions, so please contact us to discuss your unique situation. In fact, The Lifetime Financial Solution™, can provide clarity to these questions.
The Briefing is an opportunity for our friends and clients to speak with us and hear our perspective on current market activity as well as ask any questions they may have about how it affects them. Contact us if you’d like to attend The Briefing live next time.
AP Wealth Management provides uniquely crafted, personalized financial management solutions that empower our clients to attain their financial goals, build their wealth, and protect their legacy. Our clients have access to The Lifetime Financial Solution™, a comprehensive system designed to guide us as we work together to help you achieve what you want in life.