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Not All Social Security Advice Is Good Advice
Recently a financial planner sent me a Social Security plan based on a program (I’ll call it program X to protect the not-so-innocent) that he had licensed. The plan was for 60-year-old George and 56-year-old Mary Bailey. The planner asked me to compare the recommendations from my company’s Social Security software program with those from the program he had licensed. Read more…
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