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, on demand, as we take a look at the rules for starting, coordinating, and potentially increasing your benefits.

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Written By Heather Jordan

Retirement

Catch Up Contributions

Heather Jordan – February 28, 2023

Saving enough money for a comfortable retirement is probably one of your main financial goals. But, with so many other demands on your money, it’s easy to get off track. If you are age 50 or older and want to make up for lost time, the tax law allows you to catch up on your […]

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Retirement

Finding the Ideal Place to Live in Retirement

Heather Jordan – February 15, 2023

Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate. For the most part, seniors are planning to spend their retirement […]

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Financial Planning Investing Retirement

3 Small Moves that Make a Big Difference in Retirement

Heather Jordan – February 07, 2023

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals. Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost […]

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