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Retirement Guides

Below are relevant guides that address different retirement topics. All of the materials are complimentary. Please download and enjoy. If you have further questions about any of the topics below, we invite you to schedule a call with us, at no cost to you. The purpose will be to answer any lingering questinos you have. 

Social Security: 2020 EDITION

BIG Changes Are Coming

About 64 million Americans collected Social Security benefits in 2019, making it the largest single item in the annual federal government’s budget. Although you will most likely not be able to maintain your current lifestyle on a Social Security benefit alone, it can make up a significant portion of your income and is guaranteed for as long as you live. It’s important to know the rules of SS and how to use them to your advantage.

401(K) ACTION STEPS TO TAKE NOW IN ORDER TO TAKE CHARGE OF YOUR FINANCIAL LIFE

Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. Get our guide on 401(k) Action Steps so you can prepae to take charge of your financial life.

Distribution Planning

5 Easy Steps

5 Mistakes To Avoid

5 Easy Steps