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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it
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The Advisory Firm Newsletter:  January 2014

THIS MONTH IN PERSONAL FINANCE: knock out Resolution #1, Social Security and 3 Rules of Retirement.


I've really been on a Social Security kick as of late, so several blog posts on the topic. If you would like up to date info when these posts are made, just link to me on LinkedIn.

Knock out Resolution #1 for the New Year:

Not the losing weight resolution, this is the other one dealing with personal finance! This post details the free tool available on the website to get a quick retirement assessment report. I know we discussed this last month, but I pay for this tool so you might as well use it........

Here is the blog post to learn more: http://www.marriedtoamiser.com/?p=455



Social Security Part 1:

I've had a change of heart with Social Security and started looking at claiming strategies to maximize lifetime benefits. My previous stance was the system was broken so take your money as quickly as possible, now I realize that there might be a reason to rethink that :

Here is the blog post to learn more: http://www.marriedtoamiser.com/?p=458


Social Security Part 2 - a case study:

Curious what the difference in claiming strategies can make with Social Security benefits? This blog post was a hypothetical case study of a couple that had both earned SS benefits on their own work record and the different cummulative amounts they would get over their lifetime.

Here is a link to read more: http://www.marriedtoamiser.com/?p=460



Kareem Abdul-Jabbar's 3 rules of retirement:

This was a neat article I came across in a magazine and felt it was worthy of sharing.



Potential good news on Social Security Taxation?:

A percentage of your Social Security benefits are taxed as income. There is a new bill circulating in DC that would end that. This post discusses how to calculate how much of your benefit is taxed and potential positive changes ahead.





James Daniel, CFP®

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The Advisory Firm, LLC provides fee-only financial planning services for clients throughout metro Atlanta and North Georgia including the communities
of Alpharetta, Canton, Cumming, Dawsonville, Duluth, Dunwoody, Marietta, Midtown, Roswell, and Woodstock.

This newsletter if for informational purposes only. The information contained within should not be considered as financial advice nor soliciation
for financial services. Consult with your financial professional if you have any questions. The Advisory Firm, LLC is a fee-only financial planning company and registered investment advisor.