• 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!
  • Facebook

    Unable to display Facebook posts.
    Show error

    Error: (#4) Application request limit reached
    Type: OAuthException
    Code: 4
    Please refer to our Error Message Reference.
  • Twitter
  • Chris Stein, CFP®, Finance Instructor at Colorado State University

    People often decide to claim Social Security benefits without fully understanding the ramifications of their...

    Prior to 1983, Social Security Benefits were expressly excluded from federal income taxation under Treasury...

    OK… technically the Social Security Administration (SSA) doesn’t send checks out any more; they use...

    In last week’s blog post, we talked about

    Social Security was originally designed to replace a portion of your income after you retire. ...

    Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
    © 2018 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.

    Theme by Theme Flames, powered by Wordpress.