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Social Security and Taxes in Retirement
The #1 stressor regarding Americans and their retirement is the fear of running out of money. With Pensions leaving the marketplace, Americans are entering retirement with their two largest buckets of money being their Social Security benefits and their pre-tax retirement savings (401(k), IRA, etc.). Sequencing your income from these buckets in the most beneficial way may allow your retirement savings to last longer. By attending this class you'll learn: The ways to collect Social Security and how it is…
Find out more »Getting to Know Medicare
Navigating your way through Medicare's rules, options, and insurance market can seem impossible. You can quickly get lost attempting to make sense of the A's, B's, C's, and D's of Medicare and the Open Enrollment Periods. Even more convoluting is the sales pitch that generally comes with any type of Medicare education! By attending this class you'll learn: How the different parts of Medicare (A, B, C, D) work What insurance options you have Tips on budgeting for Healthcare in…
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