Helping you protect you financial future

Helping you protect you financial future This page is set up as a place where people can come and explore much of the information and tools we teach at WFG. I will be constantly adding updates.

Happy New Year and a New You in 2026.Monday, January 26th, I am proud to announce that the Free financial Education wor...
01/30/2026

Happy New Year and a New You in 2026.

Monday, January 26th, I am proud to announce that the Free financial Education workshops will start again.
WHERE: The National City Library.
WHEN: 6 pm till 7:15 pm Monday nights.
The BIG WHY: Becuase Financial Education is not a luxuary be a Necessity for everyone.
Cheers to a new beginning in 2026! ๐ŸŽ‰

Kick off your year by prioritizing your financial wellbeing. Our complimentary Financial Education workshops are back at the National City Library starting Monday, January 26th. Join us each Monday from 6:00 to 7:15 pm and gain the tools you need to make informed financial decisions. Remember, financial literacy is a necessity for everyone, not just a privilege.

Take the first stepโ€”save the date, bring a friend along, and secure your spot by registering on the National City Library website. Letโ€™s make 2026 your most successful financial year yet!

๐Ÿฑ-๐— ๐—ถ๐—ป๐˜‚๐˜๐—ฒ ๐—ฆ๐—ผ๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฆ๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐˜๐˜† ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—–๐—ต๐—ฒ๐—ฐ๐—ธScore yourself 0โ€“2 on each. 8+ means youโ€™re on trackI know my FRA and the earnin...
11/17/2025

๐Ÿฑ-๐— ๐—ถ๐—ป๐˜‚๐˜๐—ฒ ๐—ฆ๐—ผ๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฆ๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐˜๐˜† ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—–๐—ต๐—ฒ๐—ฐ๐—ธ

Score yourself 0โ€“2 on each. 8+ means youโ€™re on track
I know my FRA and the earnings test rules.
Iโ€™ve modeled 3 claiming ages and 3 longevity scenarios.
Weโ€™ve coordinated spousal and survivor benefits.
Iโ€™ve planned taxes to reduce provisional income.
Iโ€™ve aligned SS with RMDs, pensions, and healthcare costs

Comment your score + โ€œREADYโ€ for my fixes for any gaps.

Educational onlyโ€”not advice. Your situation is unique; consult your advisor/CPA.

๐—ฆ๐—ฆ๐—” ๐˜ƒ๐˜€. ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†: ๐—ช๐—ต๐—ผ ๐——๐—ผ๐—ฒ๐˜€ ๐—ช๐—ต๐—ฎ๐˜?The Social Security Administration explains rulesโ€”Y๐™ค๐™ช๐™ง S๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ฎ ๐™ž๐™จ ๐™ช๐™ฅ ๐™ฉ๐™คYOU!SSA does ๐—ป๐—ผ๐˜...
11/15/2025

๐—ฆ๐—ฆ๐—” ๐˜ƒ๐˜€. ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†: ๐—ช๐—ต๐—ผ ๐——๐—ผ๐—ฒ๐˜€ ๐—ช๐—ต๐—ฎ๐˜?
The Social Security Administration explains rulesโ€”Y๐™ค๐™ช๐™ง S๐™ฉ๐™ง๐™–๐™ฉ๐™š๐™œ๐™ฎ ๐™ž๐™จ ๐™ช๐™ฅ ๐™ฉ๐™คYOU!
SSA does ๐—ป๐—ผ๐˜ provide a personalized claiming advice or tax planning.
You NEED to integrate SS with pensions, IRAs, taxable accounts, and Medicare.
A coordinated plan can add six figures to a person's lifetime value.

DM โ€œPLANโ€ for my Social Security Strategy Starter Pack.



Educational onlyโ€”not advice. Your situation is unique; consult your advisor/CPA.

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