
James Taylor is an expert on U.S. Social Security. He discussed the history of this program, how it works, and where it’s headed. Jim shared practical info that can benefit us and our families. He came by this knowledge by being a Medicare expert and realizing that one cannot know Medicare without also knowing Social Security. He spent decades in medical insurance with Empire Blue Cross and then in general insurance with Marsh & McLennan. As Jim approached retirement age he studied how the rules of both programs could affect him and customized his retirement strategies to maximize benefits from both.
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