Here is what to expect next year for the Social Security program:
If you are eyeing retirement, it is a good idea to evaluate your benefit levels and your income expectations as you near your ideal date. Be sure to make an appointment with your financial advisor to discuss the ins and outs of income, taxes and your benefits.
Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary (AIF) from Fi360 in 2011. She earned her Bachelor of Arts Degree in Organizational Leadership from Brandman University in 2012 and her Master of Science in Financial Planning and Designation of MPAS (Master Planner Advanced Studies) from the College for Financial Planning in 2018.
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