Meet Bill Corley, member of The Arrow Group

Bill Corley is a Certified Financial Planner at Corley Investment Management located in Folsom, California.

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Posted in Blog, The Arrow Group

The School: improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how?

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Posted in Blog, Claiming Strategies, Free Download, Industry Advice, Planning Techniques, Retirement, Social Security, The School

How deductions and exemptions can snowball

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Posted in Blog, Fiduciary Rule, Free Download, Planning Techniques, Retirement, Tax Clarity, Tax Map, White Paper

Social Security strategies in 2017

Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, "Social Security savviness still pays off."

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Posted in Blog, Claiming Strategies, In The News, Retirement, Social Security, Social Security Timing, Software Programs