Michael Karlin Email & Phone Number

Rules for social security are obscure and very complicated, especially for married couples. Many (if not most) people make the mistake of either retiring too early, or failing to coordinate their benefit with that of their spouse. This can cost tens (or even hundreds) of thousands over your lifetime. My expertise is in helping clients maximize their social security lifetime payouts. I am also a frequent speaker on the topic, and available to speak before employee groups, social institutions, or professional groups (e.g., accountants, financial planners, etc.). See my website - shulsurveys.com, and click on the presentation button at the bottom of the home page to see the outline I use for my training sessions.We also perform statistical studies or analyses for small businesses and non-profit organizations, primarily using Excel. Make sure you understand what is in your data, and the implications it has for the future of your business. Very low rates charged for synagogues - by the hour or by the assignment.

Listed skills include Mergers And Acquisitions, Management Consulting, Valuation, Financial Modeling, and 17 others.