© 2025 Tax Wise. All Rights Reserved.
Terms & Conditions | Privacy Policy
This site is not a part of the Facebook website or Facebook Inc. Additionally, this site is NOT endorsed by Facebook in any way.
Scott Schuett is not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
FACEBOOK is a trademark of FACEBOOK, Inc.
Maximizing Your Social Security
Legislative Updates: How the One Big Beautiful Bill will affect your Social Security
Tuesday, August 26th @ 6:30 PM or Thursday, August 28th @ 6:30 PM
Seating is limited, reserve your spot now!
RESERVE YOUR SPOT BY CLICKING THE BUTTONS BELOW!
OR
Privately Catered
We will be workshopping real world examples. Come with your notebook, ready to learn. We can't have your mind distracted by hunger pains, so we'll be providing a light dinner as part of the experience.
Seating is limited, pre-register now!
What You'll Learn at This Class:
How will the One Big Beautiful Bill affect your social security benefits?
How to make your social security tax-free, even after claiming
Married, single, widowed, or divorced: how you claim matters, for you and your heirs
The current state of Social Security and Medicare, and how to prepare for eventual systemic shortfalls
How to keep IRMAA (Medicare surcharges) from eating 30-70% of your social security check
How to make your retirement assets work together holistically, reinforcing your retirement goals
Why You Need to Attend This FREE Event
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
ABOUT YOUR HOST
Scott Schuett
Scott Schuett's professional career began over twenty-five years ago as he practiced law in the United States Navy as a Judge Advocate General. He owned a property management firm, managing over one-hundred-eighty-five rental units. After selling that business, Scott entered the Assisted Living business in 2003. Between 2003 and 2009, Scott acquired six assisted living facilities in Hampton Roads, becoming the largest independent operator in Virginia. At the height of his business, he cared for over three hundred residents and employed close to one hundred staff.
Everything changed in 2012. Up until that time, Scott had one State Inspector with the Department of Social Services for all of his facilities. While at times there were deficiencies in his properties, Scott prided himself on correcting any issues and working hand-in-hand with the State Inspector to improve his facilities. In 2012, the State Inspector Scott had from 2003-2012 was removed from his facilities and all new inspectors were assigned to his properties. Everything that Scott was told during those previous nine years was now wrong, ultimately resulting in Scott losing his license to be an Assisted Living Facility Administrator, as well as his licenses for the facilities. No matter what he did to try to correct the issues the new State Inspector's found, it wasn't good enough. What was a thriving business was now left on the brink of bankruptcy. Worst of all, residents were displaced from their homes. In 2015, Scott closed the one facility the Department of Social Services left him. He was left personally bankrupt and emotionally devastated.
Knowing that he still wanted to help people, Scott found the Safe-Money business. He knows what it's like to be left financially ruined by outside forces. Scott vowed to help every person he could from the financial devastation that can occur from outside forces such as market loss, premature death of a partner or unexpected long-term care expenses. For the past fourteen years, Scott has helped hundreds of clients protect their retirement savings. He has protected his client's retirement savings from market loss as well as helped them lock in yearly gains on their savings. He works tirelessly to help educate his clients so that they have confidence in their retirement.
Scott is a top advisor in his field and trains advisors across the country on Safe Money Strategies. His clientele continues to grow every year as a result of his common sense approach to "Safety First" and age old concepts that have stood the test of time. He has a real passion for people and the thing we spend our entire lives working so hard to accumulate, save and protect. When you join forces with Scott, you are not just a client but rather part of the family. Scott honors all calls for a no-fee discussion of estate and retirement planning. Isn't it time you had a true financial partner in retirement? Call Scott today to start the conversation.
AL Fresco
11710 Jefferson Avenue, Newport News, VA 23606