Estate Planning Class in Lamar, Colorado: March 21

Estate Planning Class: March 21st ESTATE PLANNINGMarch 21st, 6:30 pm WHAT you will learn at this class If a will or trust is right for you If your trust is revocable or irrevocable How to finalize last wishes How to calculate the value of your estate Strategies to minimize taxes If a will or trust […]

Social Security Class in Denver (with Bonus Tax Class): February 7th or February 9th

Social Security Class: February 7th or February 9th Taxes in Retirement Class: February 9th SOCIAL SECURITY CLASSFebruary 7th, 6:30 pmFebruary 9th, 10:30 am TAXES IN RETIREMENT CLASSFebruary 9th, 12:15 pm WHAT you will learn at this class How to maximize your Social Security benefits How to make sure you aren’t leaving tens of thousands of […]

Denver and Loveland Social Security Class: November 13th or 15th

This free Social Security workshop will be held at 6:30 pm on November 13th and November 15th. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A catered, full-service buffet will be provided.

Should You File for Social Security When You File for Medicare?

There are several reasons why enrolling in Medicare as soon as you’re eligible is in your best interest—both for your finances and for your coverage options. It can be tempting to file for Social Security while enrolling in Medicare or right after Medicare enrollment, but a wrong choice could cost you tens of thousands of dollars.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

Social Security Workshop in Highlands Ranch October 9th and October 11th

Senior couple with social security questions.

This free Social Security workshop will be held at the Eastridge Rec center on October 9th and October 11th at 6:30 pm. The workshop will teach attendees the most common strategies and filing situations for individuals and couples. Registration is free, attendance is limited. A light dinner and refreshments will be provided.

A Retirement Checklist

This retirement checklist covers what to do before you retire and afterward. It addresses Medicare, Social Security, company retirement plans, and more.

March Workshops in Colorado Springs

colorado springs socail security and medicare workshops march 2018

Presidential Wealth Management will be holding two free workshops in March at our Colorado springs workshop. On March 20th at 6:30 pm we will be hosting our Social Security & You workshop. This workshops focuses on teaching people how to best make Social Security benefits work for your individual retirement plan. The workshop covers a […]

Should Social Security Be Privatized?

Over the years there have been numerous calls to privatize Social Security. The primary argument used is that an investor could get a much better return if his contributions, along with employer contributions, were managed and invested in the workers own account. To see if this argument has merit, we need to look at what […]

Four Questions You Need to Answer Before Taking Social Security

A retired couple looking for Social Security answers

Age 62 is the most popular age for individuals to start taking their Social Security.  With as much as a 25%-30% permanent reduction in retirement benefits, why would the majority of 62 years olds still start their Social Security benefits the moment they are eligible for benefits?  There are many reasons. Some are valid; however, […]

Is Social Security an Entitlement?

Due to the large, and growing, federal debt we often hear from elected officials that the debt cannot be brought under control without entitlement reform. Included in entitlement reform discussions is Social Security. Knowing that workers, and their employers, pay into Social Security most people wonder why Social Security can be called an ‘entitlement’ when […]