This week, Gerald Green explains why working with an advisor might help you make a better decision regarding Social Security. Plus, do you have a good or bad 401(k)? There’s a lot of grumbling about lower tax refunds this year. And if there’s an age difference between you & your spouse, how does that change your retirement strategy?

This week, Gerald Green explains why working with an advisor might help you make a better decision regarding Social Security. Plus, do you have a good or bad 401(k)? There’s a lot of grumbling about lower tax refunds this year. And if there’s an age difference between you &amp; your spouse, how does that change your retirement strategy?

Social Security Decisions & Lower Tax Refunds

Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

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Social Security Decisions & Lower Tax Refunds

Social Security Decisions & Lower Tax Refunds