FREE Retire Ready Workshop

Have you been told that it’s best to wait until you turn 70 to claim your retirement Social Security benefits? Or how about that you should begin claiming at 62? Or better yet, maybe you’ve been told that both you and your spouse have to claim at the same time? Seems like we’re constantly told different things about Social Security in retirement… … but here’s the thing: The rules are not the same for everybody! So if you do wait until you’re 70, you could lose a TON of money. But if you claim too early, you could ALSO lose a ton of money. The fact is that no two people are the same. Everybody has a different life path. Over the course of your career you paid a different amount into Social Security than your neighbor down the street. And his spouse will have paid in a different amount than yours… … and all those differences add up. For those reasons, it’s very easy to make a mistake. Not understanding exactly how you should claim, and WHEN you should claim could have you leaving unneeded dollars on the table over the course of your retirement. And that’s YOUR money. Money you’re entitled to. Cheesy as it sounds, Social Security really is a minefield. There are so many rules and regulations to follow that it’s almost impossible to get it right on your own. For example, did you know that a married couple have 567 different ways to file? If that’s not crazy enough, each of those 567 filing methods has dozens of rules and regulations attached it. That adds up to THOUSANDS of things you could be doing wrong. Not to be harsh, but without help to find the right path, almost every single American risks missing out on opportunities to potentially earn more money. And it could be worse than losing money – you could wind up OWING money if you don’t file everything correctly and at just the right time for both you and your spouse. If you feel lost and confused at this point, don’t worry. It IS confusing. There’s so much to figure out, and a wrong step could have serious consequences for your retirement. Thankfully it doesn’t have to be that way. I’m a private and independent fiduciary financial advisor. That means it’s my job to give people like you the advice that’s in your best interest and specific to your situation. If I put my interests above yours, I could lose my business. I focus on retirement planning – helping you get all your ducks in a row to achieve the retirement you’ve been hoping for. I’m putting together a workshop here at Safety Harbor Library in downtown Safety Harbor to help you get the lowdown on what you REALLY need to do with your Social Security. During the workshop, I’m also going to cover… How to protect yourself from the 3 most common “retirement killers”: unexpected taxes, mismanaged social security or Medicare, and underperforming investment vehicles How to legally get the biggest possible tax benefit using a little-known “loophole” (it’s not really a loophole but so few financial advisors know about it that it may as well be!) Don’t worry, the workshop is free to attend. You’ll meet me in person and I’ll walk you through exactly what your options are. Click here to get the details and reserve your spot >> http://bit.ly/tampabayretirereadyworkshop1122 Oh and listen, you’ll want to reserve your spot quickly. We only have enough space for 30 people to attend. This message is being seen all over Tampa Bay right now so the spots are going to fill up quickly. Hit this link now and you’ll see how to register on the next page. Once you’re registered you’ll get full instructions on your next steps. RSVP Here ? http://bit.ly/tampabayretirereadyworkshop1122 See you there! Jeff