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

How Much Will You Need for Retirement?

Brett Sebion, Financial Coach – September 04, 2024

It’s one of the most common questions we hear as financial professionals – “How much money will I need for retirement?” The answer varies for each individual based on their aspirations and goals. But, a general rule of thumb is that you’ll want 65% – 85% of your pre-retirement income available each year during retirement. […]

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Financial Planning Retirement

Build Healthcare Expenses into Your Retirement Planning

Emerj360 – August 26, 2024

Determining how much money you’ll need to live comfortably after you retire is not an exact science. In general, you may need between 70% and 80% of what you were earning during your last working years to maintain the same standard of living in retirement. However, as you age, you may find that you have […]

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Retirement

Get the Most Out of Your 401(k)

Trust Point – August 21, 2024

Retirement plan tips for business owners and employees As legislative changes reshape retirement planning options, both business owners and employees will need to navigate an evolving landscape. The Secure Act and other recent legislative changes, such as Secure 2.0 and The Cares Act prompted by COVID-19, have significantly impacted retirement plans. The overarching goal of […]

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