Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.
FOX – WOFL What needs to be shredded? Destroy all sensitive information, junk mail, and paperwork that includes: Account numbers Birth dates Passwords and PINs Signatures Social Security numbers To protect your privacy, also consider shredding items that include: Names Addresses Phone numbers Email addresses Examples of Documents that need to be shredded Address labels […]
FOX – WOFL Click here to see if you are saving enough for retirement – Retirement Savings Calculator The American workforce is going gray! A report out this month by the Conference Board found a startling number of people are ripping up their retirement plans. What is driving this trend & what we can do to avoid […]
FOX – WOFL Credit card debt is a growing problem for younger Americans, one that may follow them all through their life. In a first-of-a-kind study released earlier this month, two Ohio State economists found that people in their late 20’s or early 30’s are not only taking on more debt, but they will likely die […]
FOX – WOFL Whether you’re dating, or you’ve been married for 50 years – money is a big deal in a relationship. How can people test their financial compatibility? Well there is a test that you can take to determine your financial compatibility! Click Here to take a test to see if you and your Valentine […]
FOX – WOFL Click here to calculate how much the Affordable Care Act (AKA ObamaCare) will cost you in taxes. 7 Strategies to Protect Your Financial Security Taxes on high income individuals and trusts have increased for 2013. Planning needs to begin NOW to prepare for tax increases, especially for taxpayers and Trust owners who […]
FOX – WOFL If you want to see how much the fiscal cliff deal will cost you in 2013, click here for a calculator from the nonpartisan Tax Policy Center. You can compare your tax burden with what it was last year – and what it would have been if we’d gone over the cliff. Please call […]
FOX – WOFL For more info on the 21 day kickstart plan, contact Jean at 352-307-8652 and Debbie at 352-509-3133 or d.kemp@brickcityfitness.com As 2012 came to an end, many are thinking about the things they want to change in 2013. Some popular New Year’s resolutions include losing weight and eating right. But let’s think about some […]
FOX – WOFL Most think that claiming Social Security is a simple retirement decision – you retire and you start your benefits. Not so fast – there are some strategies that can help boost a married couple’s retirement savings with thousands of dollars of additional income. Make an appointment with Jean Ann Dorrell to review […]
