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    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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    Converting Spousal Benefits to Survivor Benefits

    This next question is something we have not really addressed directly before regarding spousal and

    featured

    Delayed Claiming and Retroactive Benefits

    Another good question regarding delayed claiming and retroactive benefits has come in from our listeners

    featured

    Survivor Benefit Claiming Age

    We received the following question regarding survivor benefits this week: “I am currently 62, born in

    featured

    Divorced Spouse Benefits

    The following question regarding divorced spouse benefits came in from a reader this week: “My mother

    featured

    Benefit Eligibility

    A question about spousal and survivor benefit eligibility came in this week: “My mother is 64

    featured

    What You Should Know About Social Security Benefit Errors

    With over 59 Million Americans receiving some sort of Social Security benefits it is not

    featured

    Happy Independence Day!

    Since the 4th of July falls on a Wednesday this year, we're taking the day

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    Leaving Your Social Security Benefit to Someone Else?

    You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement.

    June 27th | by Justin Fundalinski, MBA

    This next question is something we have not really addressed directly before regarding spousal and...

    Another good question regarding delayed claiming and retroactive benefits has come in from...

    We received the following question regarding survivor benefits this week: “I am...

    The following question regarding divorced spouse benefits came in from a reader this week: “My mother...

    A question about spousal and survivor benefit eligibility came in this week: “My mother is 64...

    With over 59 Million Americans receiving some sort of Social Security benefits it is not...

    Since the 4th of July falls on a Wednesday this year, we're taking the day...

    You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement....

    June 27, 2018 | by 

    Sometimes things that look simple and easy to understand can have a hidden “but” or...

    June 20, 2018 | by 

    We received the following question from a reader this week: “My mother will be turning 65...

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    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.

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