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
A Roadmap to Early Retirement
Heather Jordan  – July 24, 2024
Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]
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Roth vs Traditional Contributions
Heather Jordan  – June 26, 2024
What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]
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Am I Saving Enough for Retirement?
Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best financial friend to help along the way. Believe it or not, the government offers tax benefits to retirement savers to encourage putting money aside for […]
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