Your Financial Plan-It

Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP®


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Having a solid understanding of Social Security is vital to supporting a successful wealth strategy. It helps to have a clear picture of when to start collecting and how much you will be receiving to maximize your benefits and retirement. In this episode of Your Financial Plan-It, David Vallieres chats with Dr. Jeffrey Allen, CFP®, … Continue reading Integrating Social Security Into Your Planning Process With Dr. Jeffrey Allen, CFP® →
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Your Financial Plan-ItBy David Vallieres