A&I Financial Services

Rory, a recently retired pensioner, had always prided himself on her meticulous planning. He’d budgeted for travel, hobbies, and even the occasional splurge. However, a series of unexpected events threw his carefully crafted retirement plan into disarray. A sudden health scare resulted in mounting medical bills, far exceeding his insurance coverage. Meanwhile, his once-reliable pension...Read More

Selecting The Right Start Date for Social Security Income: A 6-Step Solution Welcome back! In the previous post discussing common obstacles to knowing when you should start Social Security, we introduced Natalie, a hardworking healthcare professional unsure about when to begin claiming her Social Security benefits. The common challenges Natalie and many of others face...Read More

Natalie asked, when should I start taking Social Security? Natalie worked in healthcare her entire life. She raised children, largely alone, and put them through college. Natalie was unsure if she had enough money to retire, and unsure about when to start Social Security Retirement Income. She had many friends and they would talk about...Read More