Social Security

Now That's Shelter

Classic rock fans celebrated a milestone birthday on July 26: Rolling Stones front man and rock legend Mick Jagger turned 75! If that doesn't make you feel old, try these on for size: Aerosmith's Steven Tyler is old enough to collect maximum Social Security benefits. Cyndi Lauper still just wants to have fun, but now she's on Medicare. And 80s icon Madonna can finally take money from her IRA without paying a 10% penalty on early withdrawals.

What Does Social Security Mean to You?


In the Bipartisan Budget Act of 2015, the government removed the ability for Americans to take advantage of two advanced filing strategies.

Despite these changes, one thing still stayed the same: many Americans file for Social Security without ever getting a professional analysis of their personal situation.

That is why it is so important to get a personalized copy of YOUR Social Security Maximization report. This report can help show you WHEN and HOW to file so you can get the largest possible lifetime benefit.

Call today, (704) 490-4111, to schedule a time to get your report completed.

Debunking 7 Common Retirement Myths

When it comes to retirement, there is no shortage of conventional wisdom on everything from the ideal age to retire and the idea that Medicare and Social Security will take care of you in your golden years. Some of these myths, however, are simply wrong. If you’ve gone through the years following these retirement myths, it’s important that you read this.