Bill Millico

Investment Advisor Representative, 401(k) Advisors - Arizona

Free Financial Speaker in Phoenix

  • How to Identify and Implement Social Security Filing Strategies that Maximize Your Retirement Income.

    TOPIC CATEGORY: Financial

    Many Americans do not fully understand Social Security or the amount of Social Security benefit to which they may be entitled. To many individuals and couples, the Social Security rules and bureaucracy are intimidating. I can empower those same individuals to take full control and to maximize the Social Security monthly benefits they have worked hard to accumulate. MORE >

    I can also clarify many of the misunderstandings and myths that already exist about Social Security benefit claiming. I can provide thoughtful and expert advice regarding how soon to be retiring individual can maximize his or her retirement benefit.

    For example, when should the individual file? At 62 or 70? How are my benefits calculated? How long must I work before I am fully qualified? What am I entitled to as a survivor or divorced spouse? Will Social Security be there when I retire?

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  • Financial Wellness: A Holistic Approach to Insuring Financial Well Being

    TOPIC CATEGORY: Financial

    Now more than ever, financial wellness matters. So now more than ever, it's time to address it – by giving a workforce and the general public the tools, understanding and motivation to take control of their financial lives. It causes a compound reaction: More productive people drive an organization's bottom line, as it does the society we live in and more financially confident people influence their families and communities. MORE >

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