Post Tagged with: "deeming rate"

  • Is Your Pension Being Affected by The Deeming Rate?

    For those receiving income from Social Security or Veteran’s Affairs, a deeming rate assumes that financial investments are earning a certain rate of income, regardless of the amount you are […]



We have been very lucky to have Paul as our broker. He is a good guy who tries very hard for his clients. He is attentive and always available to answer questions and provide calm, experienced guidance. If Paul says it can’t be done, then it can’t. If he says he will do it, then he does. Paul is always thorough and on top of the most demanding paperwork. Most importantly, he is ethical and can be totally trusted. We look forward to our next experience with Paul.

- Marj & Ted