Andy Ferguson, Financial Planner | CFP® | CKA®

Video: Markets Watching Washington

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Claiming Wisely: Social Security & Income Planning

I recently met with a couple who, like many nearing retirement, assumed the best approach was to start Social Security as soon as they were eligible. Their logic was simple: “We’ve paid into the system all these years. Let’s start getting something back.” It’s a common mindset. But when we took a step back and…

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Video: Mid-Year Market Recap

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Video: Steady Hands, Clear Eyes

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Video: How the Data Looks

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