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Unlocking the Secrets to Maximizing Social Security

Published Jun 17, 2025, 8:00 AM

This week, Art McPherson discusses the significance of Roth conversions, the complexities of maximizing Social Security benefits, and the importance of mid-year financial reviews. He emphasizes the need for strategic tax planning and the resilience of the market amidst economic changes. The conversation also covers the initial consultation process for clients seeking financial advice, highlighting the personalized approach taken by McPherson Financial Group.

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The Art of Money with Art McPherson

For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in  
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