Optimizing Your Social Security Retirement Benefits20150506145328

Optimizing Your Social Security Retirement Benefits

AJ NorrisMay 6, 2015
What does it mean? Getting a good return on your investment Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you’ve contributed to the system. Every pay period, you pay 6.2 percent of your salary in taxes that finance...
Social Security for all ages20150410132955

Social Security for all ages

AJ NorrisApril 10, 2015
For many U.S. Citizens, the Social Security System is a mystery. Social Security covers an estimated 96% of Americans. We don’t really think about our benefits until we are quickly approaching retirement. At this point you will begin to wonder how much you’re due, and when you ca...
The Benefits of Tax-Advantaged Savings Vehicles20150302154322

The Benefits of Tax-Advantaged Savings Vehicles

AJ NorrisMarch 2, 2015
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.  But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider inc...
Myths and Facts about Social Security20150225150201

Myths and Facts about Social Security

AJ NorrisFebruary 25, 2015
Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s no doubt about it–Social Security is an important source of retireme...