Patrick Ray, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by GOBankingRates in “8 Common Mistakes Retirees Make with Their Social Security Checks.”
“It just goes back to planning and projecting and budgeting all aspects of what retirement looks like so that you’re prepared to transition accordingly. Running financial projections is a big deal.”
Access the full article written by Jordan Rosenfeld here.
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CNBC: Charlie Massimo Featured in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities”
