Social Security and Financial Planning with Maryann Keith
Manage episode 322576832 series 3246328
Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to start taking your benefits, and common misconceptions and mistakes people often make. When to take Social Security is a critically important decision. Maryann is a Certified Financial Planner (CFP) as well a a Certified Investment Management Analyst (CIMA)
#financialdads #socialsecurity #financialplanning #whentotakesocialsecurity #bedenwealth #interview #CFP #CIMA
https://www.bedenwealth.com/maryann-keith
https://www.bedenwealth.com
151 episodes