Managing Social Security: Tips to Help Make the Most of Your Benefits
A critical element of your financial planning journey is to consider the role of Social Security in your retirement income plan. Navigating the complex landscape of Social Security benefits requires a thoughtful and intentional approach because there is no one-size-fits-all strategy. You’ll want to consider not only when to claim, but also utilize strategic tactics […]
Strategies for Couples to Optimize Social Security Benefits
Retirement planning is a collaborative endeavor for couples, and one significant aspect that demands careful consideration is how to optimize Social Security benefits. Navigating the complex landscape of Social Security benefits requires a thoughtful approach to help ensure that both partners manage their financial well-being during retirement. In this article, we’ll explore key strategies that […]
Ep 13: ‘Paychecks and Playchecks’ Author Shares Top Retirement Tips
Economist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words.
Ep 10: Busting the Biggest Social Security Myths
Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.
Ep 2: The Five Pillars – Income Planning
Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’re going to elaborate on the income planning process, which is a top priority for your retirement plan.
