Social Security Changes – Nov2015

Blueprint Financial – Social Security Changes – Nov2015 The Bipartisan Budget Bill of 2015 contained some major changes to Social Security claiming strategies, who do they affect? Social Security may be one of your largest assets and what and when you collect could make a difference in your lifetime benefits. The point to these new

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Vicki Fillet appears on CNBC Power Lunch

CNBC has recently hired Jim Pavia from the Investment News to head  CNBC Digital working with Financial Planners and The Financial Planning Association (FPA). The focus of this new division at CNBC is to bring the FPA and financial planning and its advantages to the CNBC audience. FPA and CNBC conducted a survey of financial

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Selecting a Financial Planner

Most individuals interview potential financial advisers before making a final selection as to who is best suited to help them. But what questions should you ask? Typically, financial planners will offer a free initial one-hour consultation during which a preliminary screening is done of your information in order to determine whether the firm will accept

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