| In the Media

On Bloomberg, Luna Says Social Media Creates Client Communication (Audio)

Robert Luna, the chief executive officer and chief investment officer of SureVest, says social media is a good real-time communication tool with their clients. Luna talked with Bloomberg’s Pimm Fox and Carol Massar on Bloomberg Radio’s “Taking Stock.”   http://svwealth.com/wp-content/uploads/2013/10/luna-says-social-media-creates-client-communication-audio.mp3 Jeremy Kisner Jeremy A. Kisner, CFP®, CPWA® is a Senior…

| In the Media

Financial Advisor Magazine: How Social Security Benefits are Calculated

Jeremy Kisner, President of Surevest is quoted by Financial Advisor Magazine regarding the impact of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) on the calculation of Social Security Retirement benefits.  Kisner explains  “Some people are overestimating what they will receive in retirement. For some, this can be…

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