• 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

    The weather is getting warmer and I'm looking forward to being able to get my plants in the garden soon. They're coming along nicely! ... See MoreSee Less

    View on Facebook
  • Twitter
  • featured

    Spousal Child in Care Benefits

    We recently received this excellent question regarding spousal child in care benefits, so I want

    featured

    Filing Strategies for Spouses With Large Age Differences

    What are the options for Social Security filing strategies when spouses have a large age

    featured

    Switching Survivor Benefits

    We had the following question on Social Security survivor benefits come in this past week

    featured

    Qualifying as a Spouse for Benefits

    Strangely enough, there are rules that determine who qualifies as a spouse for purposes of

    featured

    10 Year Rule and Divorced Spouse Benefits

    We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother

    featured

    Question on Survivor Benefits

    This week we were asked the following question via email: “I am 65 and my wife

    featured

    Child-In-Care Spousal Benefits

    We had the following question come in about Child-In-Care Spousal benefits and how they are

    featured

    When to Claim Divorced Spouse Benefit?

    The Social Security Divorced Spouse Benefit can be a bit confusing. Recently we received an

    June 28th | by Jim Saulnier, CFP®

    We recently received this excellent question regarding spousal child in care benefits, so I want...

    What are the options for Social Security filing strategies when spouses have a large age...

    We had the following question on Social Security survivor benefits come in this past week...

    Strangely enough, there are rules that determine who qualifies as a spouse for purposes of...

    We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother...

    This week we were asked the following question via email: “I am 65 and my wife...

    We had the following question come in about Child-In-Care Spousal benefits and how...

    The Social Security Divorced Spouse Benefit can be a bit confusing. Recently we received an...

    June 28, 2017 | by 

    Surviving spouses, and ex-spouses that were married at least 10 years, are eligible to receive...

    This week we describe a situation where had a person followed the recommendation they received...

    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.