FOR IMMEDIATE RELEASE
Media Contact: Kathleen McCasland
Phone Number: 910.769.1569
Email Address: Kathleen@acplanners.org
Website: www.acplanners.org
Alliance of Comprehensive Planners (ACP) member Joseph Alfonso, CFP®, ChFC, EA, founder and principal of Aegis Financial Advisory, will be a featured guest on “Your Money” on Tuesday, May 26, 2015, at 5:30 PM EDT. The show is broadcast on SirusXM Business Radio Channel 111, powered by the University of Pennsylvania Wharton School. “Your Money,” hosted by Wharton Professor Kent Smetters, provides practical advice on personal finance and discusses how financial news affects you. Alfonso will answer questions on-air regarding Social Security.
“Good Social Security planning is the foundation for good retirement planning,” Alfonso said. “Unfortunately, the Social Security system is complex and there are few resources available to help individuals use the rules to make good claiming decisions. I look forward to appearing on ‘Your Money’ to discuss key aspects of Social Security and take listener calls about their individual concerns.”
The claiming decisions Social Security recipients make are crucial and have lifelong consequences. Failing to make the right decision can literally cost tens of thousands of dollars in lost lifetime income.
Alfonso is a trained Certified Financial Planner™ specializing in Social Security planning. He works with individuals and married couples to help them make optimal benefit-claiming choices within the context of a comprehensive retirement income strategy.
As an ACP member, Alfonso follows the ACP SystemTM, a modular process for delivering ongoing comprehensive financial-planning advice. Members work with their clients on each aspect of their financial life, including goals and values, taxes, estate planning, Social Security, portfolio analysis, and more.
“We are very pleased that Joseph Alfonso is able to share his knowledge on Social Security with the ‘Your Money’ audience,” said Kathleen McCasland, ACP executive director. “His expertise on the matter can really change the game for individuals struggling to understand the system. ACP is a unique network of financial planners who really focus on being fiduciary and putting the clients’ needs first, and Joe is a great representative for our community.”
If you have questions about Social Security, tune in to ‘Your Money’ on May 26. For more information on the show and past guests, visit https://businessradio.wharton.upenn.edu/programs/your-money. If you need a financial planner in Oregon or California, contact Aegis Financial Advisory at www.aegisadvisory.com or call 503.290.1089 (Oregon) or 408.689.8211 (California). For more information about ACP, visit www.acplanners.org or call 910.769.1569.
ABOUT AEGIS FINANCIAL ADVISORY
Aegis Financial Advisory is a Portland, Oregon, and San Francisco Bay area fee-only financial-planning service specializing in retirement planning for pre-retiree couples. The company’s expertise is in Social Security and retirement-income planning and taxation. Contact Aegis if you need help to fully enjoy your life in retirement, free from the worry of ever running out of money.
ABOUT ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)
Alliance of Comprehensive Planners (ACP) is a diverse community of fee-only financial planners passionately dedicated to serving clients first. The not-for-profit professional community of advisors uses a suite of proprietary financial-planning tools and processes that have been refined over more than 20 years. Members are trained in the acclaimed ACP SystemTM, a retainer-based financial-planning system for high client retention, consistent cash flow, and profitability. All members maintain the CFP® or CPA/PFS (or equivalent) designation. ACP believes in comprehensive planning services using a turnkey system with no product sales, but it is more than just a training system; it is a community. Founded in 1995, ACP is the number one source for education and mentoring in the best practices of fee-only financial planning.
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