Social Security and Medicare Resources

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There is no “basic” training!

Because Social Security planning is such an individualized matter, you may have questions about your personal situation. Kim’s classes will walk you through some of the strategies for you to consider.

Social Security Planning - Part 1

Social Security Planning - Part 2

The Medicare A, B, C, and D’s - oh my!

Caregiving Resources

Interested in an individual analysis? Contact Kim to schedule an appointment.