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Building A Social Security Bridge

Recording Retirement Optimization

This recorded presentation discusses options for turning retirement savings into retirement income. We compare these options to a Social Security bridge – using savings first to suspend Social Security to a more advanced age and higher benefit.

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Additional Resources

Text and graphics describing GameStop saga and retirement plans including explanation of short selling.
Communication Financial Planning & Advice

Speculating Vs. Retirement Investing

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Recording Resources

Decoding Your Retirement Statement: What Really Matters

Your retirement statement holds more insight than just your balance. We’ll help you understand the key numbers and how to use them to track your progress toward retirement goals.

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Financial Wellness Money Management Recording Retirement Savings

Kickstart Your Retirement: New Year, New Financial Goals

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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