Social Security

Recording Retirement Optimization

Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.

Additional Resources

Recording Resources

Countdown to Retirement: Income & Withdrawal Strategies

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Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about counteracting the effects of inflation

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