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
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.