Book Appointment
 

Unlocking Annuity Potential & How Refinancing Could Boost Your Returns

annuity california cfp financial refinance retirement Mar 27, 2025

Social Security has always been a key topic for many of us, especially as we approach or enjoy retirement. In this episode, Terry provides a clear primer on Social Security: exploring what it truly represents, the perception of it as an entitlement, and its importance in a world where pensions are becoming rarer. 

You'll hear thoughtful discussions about:

🗓️The changes expected in 2025 and how they might impact your benefits.

✏️An in-depth look at the Social Security Fairness Act and the potential benefits it brings to teachers, firefighters, and more.

📄How these amendments could affect your retirement plans and why timely optimization is crucial.

This episode can help you approach your retirement planning with clarity and confidence, ensuring you're well-prepared for the future. So, grab a cup of coffee and join Terry for this enlightening conversation.

Listen: https://bit.ly/WMTep20 

Watch: https://youtu.be/bIN_GP_SXng

3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475

Form ADV Part 3 - Client Relationship SummaryPrivacy Policy

Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.

CA Insurance License #0A89858