An Introduction

Hi. Welcome to BourGroup and my blog. Phil

Phil Bour is a CERTIFIED FINANCIAL PLANNER(tm) professional since 2004, a Magna Cum Laude college graduate and an accounting professional for over 35+ years. I love numbers, statistics and economic history.

I am also an Enrolled Agent (EA) to represent taxpayers before the Internal Revenue Service and to prepare tax returns.

"Phil"osophy: I believe that you can manage your money on your own (not necessarily through individual stock selection but through mutual funds, ETF's and other solutions) once you receive some one-time, professional guidance. Why pay annual fees when there may be little added value? For additional information, first read the "An Introduction" label at the left. Then move on to others.

Wednesday, January 15, 2014

Social Security Solutions

There are other entries about social security in this blog so I encourage you to read them. There is also a respectable company that provides social security solutions for a reasonable price. They can be found through Kiplinger's website or directly at this site:

www.socialsecuritysolutions.com

Dr. William Reichenstein, CFA is one of the principal researchers for this company and he has written many articles to the financial industry about taxes and social security benefits as well as William Meyer who is another principal of Social Security Solutions.

Before taking social security at age 62 please take more than a few moments to consider the implications of waiting until later and, maybe, even delaying until age 70. For some it may be appropriate to begin at 62 and for others much beyond that age.