All books using the keywords: Kyle J. McCauley

This workbook was originally created as a resource for financial professionals to assist their clients in making decisions about Social Security benefits. Quick rules-of-thumb and one-sentence answers are rarely the most optimum way for people to elect their Social Security benefits and this workbook helps pull out all of the specifics that go into making a well-planned and reasoned decision about when and how to elect Social Security benefits. This workbook is not designed to be a description or commentary on or of Social Security. This workbook is a tool for Social Security filers and financial professionals alike. Users of this workbook should understand that this is an advanced ...