Article & News

Category: financial planning

Financial Goal Setting – YouTube Channel

I will be starting a YouTube Channel in the next week about financial planning. I will be discussing all financial aspects (planning, life insurance, annuities,

Social Security – Living on Less

There’s no simple answer. But to maintain your standard of living, you won’t need as much as you currently earn. You will pay less tax

Social Security – The Power of Patience

The later you claim Social Security, the higher your monthly benefit. As you approach retirement, how long you work and when you claim will usually

Social Security – Filing Claim

How old you are when you claim Social Security has a dramatic effect on the monthly benefits you and, if married, your spouse will get

Social Security Seminar

Social Security Benefits Strategies to Optimize your Social Security Benefits Dale E. Payne, CFP®, ChFC®, CLU®, CDFA® cordially invites you to join us and learn