• Newsletter
    Interested in receiving timely and informative Social Security, Medicare, Retirement and IRA information right in your in-box? Jim and Chris make it easy with their free, monthly, email newsletter. Each issue contains information and insight pre and post retirees will find invaluable. Click here to begin receiving your copy today!
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    A recent hike to Isabelle Glacier in the Indian Peaks
    Wilderness. This photo is me at the lake. The glacier is above in the mountains. We climbed to it.
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  • Chris Stein, CFP®, Finance Instructor at Colorado State University

    We recently received the following question that relates to both the Earnings Test and the...

    A reader recently asked the following question about claiming missed Social Security payments: “I am trying...

    The advantages to claiming survivor benefits versus your own benefits can be confusing. We recently...

    We're taking a break this week to spend some time with family and friends for...

    We received the following question on the Social Securyt earnings test last week: “I turned 65...

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    Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
    © 2017 Jim Saulnier, LLC. All rights reserved.

    Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
    The advisor must attend two live training sessions and pass two written exams annually to remain in the program.

    Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.

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