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Utahfinancialadvisor Blogspot. Lon Jefferies, a Certified Financial Planner™ (CFP), is a fee-only financial advisor and trusted fiduciary at Net Worth Advisory...

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Utahfinancialadvisor.blogspot.com news digest

  • 8 years

    BS in the Financial Service Industry

    To be blunt, there is BS all around us. The primary presidential elections are a perfect example – whether it is Republicans debating with Republicans, Democrats questioning other Democrats, or Republicans and Democrats fighting each other, there is...

  • 8 years

    Why Constantly Updating Retirement Projections is Vital

    New retirement projections should consistently be created to reflect changing circumstances. While short-term fluctuations in retirement plan outcomes should be anticipated and not cause an over-reaction, long-term implications should receive attention...

  • 8 years

    Major Changes to Social Security Filing Strategies (Updated!)

    After the market crash of 2000, Congress passed the Senior Citizens Freedom to Work Act. This law was intended to enable people who had previously retired and claimed their Social Security benefit to stop receiving their monthly check while they returned...

  • 8 years

    Breaking News: Major Changes Coming to Social Security Filing Strategies

    After the market crash of 2000, Congress passed the Senior Citizens Freedom to Work Act. This law was intended to enable people who had previously retired and claimed their Social Security benefit to stop receiving their monthly check while they returned...

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Updated: June 29, 2023
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