Paul Norr
Certified financial plannerPaul Norr is a certified financial planner with Bucks County Financial Planning Group in Thousand Oaks, Calif.
Paul Norr is a certified financial planner with Bucks County Financial Planning Group in Thousand Oaks, Calif.
The Windfall Elimination Provision may reduce the amount of retirement income clients are expecting.
It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key, says contributor Paul Norr.
It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key.
It may not be sexy, but thoroughly reviewing a client’s estimated income and expenses is key.
Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.
Advisers can help with a mortgage strategy and squeezing out equity.
Advisers can help with a mortgage strategy and squeezing out equity.
There's a window of opportunity before clients reach age 70 ½ to mitigate some of the bite.
Here’s how to avoid the convoluted interplay of factors that can lead to alarmingly high rates.
This government benefits program offers a significant safety net to surviving family members. Advisors should be sure to know all aspects of this vital help.