You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts. If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com. This event is for educational purposes. Tax services are provided independently from United Planners. Craig J. Ferrantino […]

Are you ready for retirement? Join Craig Ferrantino, CWS®, CFF®, for a quick and insightful session on the most common retirement mistakes and how to avoid them. What You’ll Learn: • Strategies for smart asset allocation. • How to maximize Social Security benefits. • The impact of taxes on your retirement income. • Ways to […]

This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help […]