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...
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...
The Fiscal Cliff: What Exactly Does it Mean?20121113164311

The Fiscal Cliff: What Exactly Does it Mean?

AJ NorrisNovember 13, 2012
The Post-Election Agenda Today’s post-election political landscape looks a lot like the pre-election political landscape–President Obama will be working with a Democratically controlled Senate, and a Republican-controlled House of Representatives for a minimum of two ...
What is a Fiduciary?20120422015342

What is a Fiduciary?

AJ NorrisApril 22, 2012
The fiduciary standard in question requires that a Registered Investment Advisor conduct business in a prescribed manner and to prescribed standards. It is a form of business practice that requires complete transparency and disclosure. It also requires that the advisor avoid conf...