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Some Important News About Social Security
Each fall, the Social Security Administration releases an estimate of the cost of living adjustment (COLA) for the next year. Automatic cost of living adjustments have been set to occur…
Congress Eliminates Popular Social Security Strategy
For many couples, Social Security will make up an important part of their overall income in retirement. So it shouldn’t be surprising that many retirees look for ways to maximize…
November Newsletter
This month’s newsletter comes with a handy way to keep track of your professional advisors, a challenging crossword puzzle, and a recipe for pumpkin cake with cinnamon cream cheese frosting….
Watch Out For These Retirement Planning Surprises
As Alexander Graham Bell once said, “Before anything else, preparation is the key to success”. When it comes to retirement planning, preparation and early planning can help make a large…
6 Signs That You Should Delay Retirement
Most workers in their 50s or 60s are feeling eager to retire. But not everyone feels so ready to clean out their cubicle and head to a retirement village. Whether…
October Newsletter
Our October newsletter comes with a helpful checklist for your estate’s executor, a challenging crossword puzzle, and a recipe for Crab Supreme dip. Click here to download and print!
How to Tame Your Retirement Worries
When you’re planning for retirement, it’s a good idea to budget carefully, save everything you can, and consult with a financial advisor or insurance agent. But even if you’ve completed…
Is it Possible to Retire Before 65?
Do you feel as though you can’t wait to abandon your desk, your commute, and the time clock? Retirement isn’t just a dream; at some point it will become your…
Ready to Retire? Not so Fast!
It used to be that most people waited until their full retirement age, as defined by Social Security, before retiring from their careers. Depending upon your year of birth,…
September Newsletter
This month’s newsletter comes with an energy-saving checklist, a challenging crossword puzzle, and a recipe for a delicious fruity dessert. Click here to download and print!
