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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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Recording Resources

Live Q&A Recording: June 2025

- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!

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Communication Financial Planning & Advice

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