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770-999-1997

265 Parkway 575

Woodstock, Georgia 30188

 

In the News

At Southern Advisors Inc. we are committed to educating our clients and community. As a result we often participate in public educational events and are asked to weigh in on important topics that can impact the financial well-being of both our clients and community. Below are some of our recent appearances and a prestigious award given to one of our team members.


   

Date: March 30, 2017

Yagoda Achieves NSSA Speaker and Advisor Award                                         

Financial Advisor Qualified to Help Retirees Select Best Time to Access Social Security Benefits 

            Pam Yagoda, Southern Advisors, Woodstock, GA has been awarded the National Social Security Speaker and Advisor award from the National Social Security Association LLC in Cincinnati.

            The NSSA certificate promotes advanced Social Security education providing Yagoda with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

Yagoda and the Southern Advisor team in Woodstock specializes in Financial Planning, Estate Planning, and Small Business services.

             “There is so many myths, mis-information, and misconceptions about Social Security” said Yagoda.  “If what you thought to be true, you found out NOT to be true, when would you want to know?  Too many file for their benefits without realizing how to maximize this as part of their retirement portfolio.  The government changes the rules often, and without warning.  Everyone needs the knowledge to make informed decisions about their benefit!”

            The NSSA award was given based on the extensive training, and prepares professional advisors for the myriad of questions that their clients are asking.  The advisor is a guide through the many Social Security options that are available.  This NSSA Advisor is uniquely qualified to help the growing numbers of baby boomers.  The program is the gold standard in Social Security certification and training in the nation.   

            The National Social Security Advisors certificate program was created by CPA, Marc Kiner and Jim Blair, a 35 year veteran of the Social Security Association.   With 10,000 Baby Boomers turning 65 each day in the U.S., Kiner and Blair, believe that advisors must be educated regarding Social Security.  There are 76 million Baby Boomers nationwide. Boomers are folks born between 1946 and 1964.

             “For more and more people, Social Security is going to provide an important part of their retirement income,” said Blair. “NSSA advisors are passionate about helping retirees optimize their benefits over the rest of their lives.  We know Pam acts in the fiduciary capacity, ensuring that the client’s best interest is always paramont" 


Pam and Dana discuss taxes and retirement

Pam and Dana discuss how taxes and the elections can impact retirement.


Pam and Kevin discuss the unknown problems with IRAs and what it means to have a retirement blueprint.


Dana and Pam talk about Brexit and the looming American Retirement Crisis.


Dana and Pam Yagoda talk about Women & Retirement.


Kevin Fuqua discusses the National Debt and why it matters.