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Written By  Trust Point
Financial Longevity: Planning for a Longer Life
Heather Jordan  – April 22, 2024
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]
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9 Facts About Social Security
Emerj360  – April 02, 2024
Social Security has been a part of retirement life ever since it was established in 1935. Here are nine interesting facts about social security that will help you understand the benefits. Some facts may even surprise you! Interested in learning more about Social Security Benefits and getting your questions answered? Request a copy of our […]
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Retirement Through Your Own Eyes: Questions to Ask
Brett Sebion, Financial Coach  – March 26, 2024
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel or spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish in retirement? If you could […]
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