Phone Scam Alert: People Posing as Social Security Employees

Last year, the Social Security Administration (SSA) issued a warning about suspicious phone calls from people claiming to represent the SSA. In one specific case, Kentucky residents who used a certain law firm to assist with applying for Social Security benefits were receiving the bogus calls. The caller would offer people $9,000 from a compensation […]

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When and How to Collect Social Security

The Social Security Act was signed by President Roosevelt in 1935, due in large part to the economic hardships brought on by the Great Depression. Although some of its provisions were intended to provide immediate relief for families, Social Security was primarily created to provide reliable income that would serve as a safety net for […]

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Professionals and Executives

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Professionals and Executives

Business Owners

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Business Owners

Retired and High Net Worth Individuals

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Retired and High Net Worth Individuals