Classes

Social Security Timing

Social Security Timing

In this course we'll explore ...

  • How making the right decision can save you tens of thousands, or  even hundreds of thousands of dollars over your lifetime!
  • Will Social Security be there? 
  • How to maximize your Social Security benefit
  • How is Social Security taxed?
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Taxes In Retirement

Taxes In Retirement

In this course we'll explore ...

  • How taxes are different in retirement.
  • How to avoid some common tax pitfalls.
  • Strategies to reduce taxes in retirement.
  • How Social Security is taxed.
  • Ways to optimize retirement income.
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The Intelligent Investor Course

The Intelligent Investor Course

In this course we'll explore ...

  • The keys to a more successful investing experience.
  • How to develop the confidence necessary to achieve your investment goals.
  • How to stay focused on what really matters.
  • The power of index funds and structured investing.
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