(301) 986-0600
Submit RFP Bill Pay

White Paper: Maximizing Social Security Benefits and Avoiding Mistakes

May Barnhard Investments, the fee-only wealth management advisory subsidiary of Councilor, Buchanan & Mitchell is happy to offer a complimentary white paper for individuals nearing retirement to maximize their Social Security benefits and avoid mistakes. Learn important strategies to make the best financial decisions possible. Fill out the form below to access this resource.

Contact Maximizing Social Security Benefits – White Paper Download Request Team

"*" indicates required fields

Hidden

Related Posts

Watch for UBIT When Your Not-for-Profit Pursues New Activities

By Dan Weaver, CPA | July 14, 2020

COVID-19 Crisis May Affect Tax Angles for Rental Property Losses

By Tom Bailey, CPA, CVA | July 13, 2020

IRS Guidance Provides RMD Rollover Relief

By Judith Barnhard, CPA, CFP®, CDFA® | July 2, 2020