Social Security Benefits: Before & After Retirement

Heather Jordan – October 10, 2022

Social Security benefits is one of the most commonly asked questions when considering retirement. And for a good reason – determining when to begin taking Social Security benefits could be one of the biggest financial decisions you face.

Watch this webinar recording for rules for starting, coordinating, and potentially increasing your benefits.

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Written By Heather Jordan

Retirement

Take a Retirement Test Drive

Heather Jordan – November 15, 2024

When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap. […]

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Retirement

Catch-Up Contributions

Heather Jordan – November 01, 2024

Saving enough money for a comfortable retirement is likely one of your primary financial goals. However, with so many demands on your finances, it’s easy to get off track. If you’re 50 or older and want to make up for lost time, tax laws allow you to ‘catch up’ on your retirement savings. You can […]

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Financial Planning Retirement

For 401(k) Plan Participants, Consistency is Key

Brett Sebion, Financial Coach – October 23, 2024

Recent research1 from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) found that 401(k) plan account balances increased significantly between 2016 and 2020 for participants who made regular and consistent contributions to their plan accounts. The study reinforces just how helpful it is for plan participants to contribute consistently to their plan […]

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