Franklin Roosevelt introduced to us Social Security. Social Security was originally intended to help people get out of the workforce and live the rest of their lives. Social Security has become a foundation for many people’s retirement. It doesn’t matter if you have a lot of money saved or if you have millions of dollars saved for retirement Social Security is and always will be your money. You put money into the system, every paycheck as long as you worked, and your employer was forced to make a dollar for dollar match. This is your money. The difference between the best and worst claiming strategy for Social Security could add up to be a sizable amount for your retirement.
Did you know that taxes are the number one wealth eroding factor facing people in retirement? If you look at the combination between tax savings opportunities through proper tax planning and proper Social Security maximization strategies, most people have the ability to save additional spendable money during their retirement lifetime.
Tuesday, April 24, 2018
You will receive an email after your RSVP that includes a link to log into the webinar on the date of the event.
Have you ever purchased and insurance policy thinking, I can’t wait to file a claim? Of course you haven’t, we never buy insurance looking forward to filing a claim. That statement is more accurate than ever when talking about Long-Term Care insurance. Yet, so many people run the risk of spending some time in a long-term care facility at some point in their lives. Long-Term care is extremely expensive. We have a workshop designed to help you understand the ins and outs of long-term care insurance. In this workshop we clearly explain to you the differences in the types of insurance that were available and help you understand what’s right for you.
Retiring is one of those monumental decisions in your life. There are dozens of trap doors and potential surprises you never anticipate. By simply overlooking one little thing, it could be financially devastating to both you and your family. A simple and easy way to help ensure you cover all of your bases is by attending the “Retirement Plan Checklist” Workshop with Dean Barber.