Retirement Planning
By the Numbers: The 2020 Indexed Retirement and Social Security Numbers (Journal article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Retirement Planning
By the Numbers: The 2021 Indexed Retirement and Social Security Numbers (Journal Article)
This article appeared in the January 2021 Journal of Financial Service Professionals.
Retirement Planning
Claiming Social Security Retired-Worker Benefits (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
Dealing with the Insecurity of Social Security (Journal Article)
This article appeared in the November 2020 Journal of Financial Service Professionals.
By clicking “Buy Now” you will be redirected to NBI CLE to complete your purchase.
- Course ID: 81776
Social Security Planning
Effects of the COVID-19 Pandemic on Social Security (Journal Article)
This article appeared in the November 2020 Journal of Financial Service Professionals.
Retirement Planning
How Congress Might Slow the Growth of Social Security Benefits (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Health Insurance
Medicaid and Tax Consequences of Trusts: Planned and Unintended (NBI CLE On-Demand Teleconference)
By clicking “Buy Now” you will be redirected to NBI CLE to complete your purchase.
- Course ID: 81765
Social Security Planning
Public Oversight of the Social Security Program (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Financial Planning
Social Security and Financial Security: The 1.42 Percent Solution (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Social Security Planning
This article appeared in the November 2019 Journal of Financial Service Professionals.