— This content is for informational purposes only and is not intended to provide financial advice. There’s a moment near retirement where the questions change. It stops being about how much you’re earning and starts being about how it all fits together. When to file for Social Security. Which accounts to draw from first. What…
Scott E. Jones
About Scott E. Jones
Scott E. Jones, BFA™, CPFA®, CRPC®, RFC®, is the founder of Genesis Wealth Advisor Group, LLC, a fiduciary financial planning firm in Marlton, New Jersey, specializing in retirement income planning, behavioral finance and Social Security strategy. He also founded Genesis Advisor Alliance, a professional community for advisors seeking independent support and resources to grow on their own terms. This article is for educational purposes only and does not constitute personalized financial, tax or legal advice. Composite examples are fictionalized illustrations and do not represent actual clients or outcomes.
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth.