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Posts Categorized: Special Interest

When Early Claiming of Social Security Makes Sense

Special Interest

By Jeff Young   While much has been written and said to encourage people to consider claiming social security at Full Retirement Age (66-67) or even later, the question remains who should collect benefits as early as possible, age 62? There are four scenarios where collecting social security at age 62 may make the most… Read more

Saving Homeowners Money with Home Energy Audits & Home Performance Evaluations

Special Interest

By Daran R. Wastchak   Although “home energy audits” have been around since energy shortages and long lines at the gas station in the 1970’s, the past five to ten years have seen a renewed interest with the dawn of the “green” environmental movement. At the end of the day, regardless of the driver, homeowners… Read more

Length of Marriage Varies for SS Benefits

Special Interest

By Jeff Young   I am often asked how long one must be married (or have been married) to receive Social Security benefits. The answer, as is common in Social Security claiming matters, is: “It depends.” It depends upon whether those benefits are spousal benefits; as a wife or husband, widow or widower for survivor… Read more

What’s All the Hype About Green?

Special Interest

By Jan Green   Why is it important for agents to know anything about “green” features?  To begin; The National Association of REALTORS conducted a survey and found that nearly all consumers are concerned about their energy bills.   What does this mean to you and I as a real estate professional? If consumers are focused… Read more

Lease Considerations for Franchised Businesses

Special Interest

By Renee B. Gerstman &   Susan E. Wells   Franchised businesses pose unique leasing issues that the broker or agent should be aware of at the outset of representation. The primary difference is that in franchise context, you will need to satisfy your client, the franchisee, as well as the franchisor. To accomplish this,… Read more

Are You a Trusted Advisor?

Special Interest

By Steve Chader Author of National Best Selling Book “HOLD: How to Find, Buy & Rent Houses for Wealth”   Oftentimes, as agents, we get caught up in closing the deal – so much so, that we can lose sight of the bigger picture. We have the opportunity to provide much more than just shelter… Read more

What Can One Do If Social Security Benefits Were Claimed Too Early?

Special Interest

By Jeff Young   When I give presentations on Social Security Claiming Strategies, it is a common occurrence to be asked by someone in the audience, what options are available to them if they claimed social security “too early.” What they probably mean to say is that they realize their financial interests may have been… Read more

Asset Protection: Limiting Liability & Lowering Taxes

Special Interest

By Brad Huss, E.A., CFP   One of the unfortunate realities in today’s America is the risk posed to both businesses and individuals by the threat of litigation. The National Center for State Courts estimates that approximately sixteen million civil lawsuits are filed in the United States every year. The Economic Journal reports that Americans… Read more

Protecting Your Assets From Creditors

Special Interest

By William Gibney, Esq.   If you drive a car, own real estate, own a business, have a spouse or business partner, or engage in high-risk activities, there’s a decent chance you will be sued. You could cause an automobile accident. A delivery man could slip and fall on your front porch. You could go… Read more

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