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Focused insight on timely, relevant topics. Start planning your retirement. 

WEBINAR REPLAY: Maximizing Social Security Benefits

One of the most important decisions you will make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive. At this event, we will discuss the critical things to think about when incorporating Social Security into your retirement planning.

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WEBINAR REPLAY: Market Update Q3 2021

During this webinar, Matt covered: A recap of what has happened in the first half of 2021 and our outlook for the remainder of 2021, the current state of the economic recovery, our thoughts on inflation, and what to expect from the Federal Reserve.

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WEBINAR REPLAY: Tax Planning Through Four Stages of Retirement

During this virtual workshop Matt discussed: The critical tax questions you must answer BEFORE retirement The surprises that often make retirement more expensive What the Social Security “tax trap” is and how you can avoid it Why tapping assets in the wrong order can trigger higher Medicare premiums Why you need to manage taxes even before you retire The four stages of retirement and important tax actions in each stage, including tricky IRA challenges Mistakes to avoid when it comes to your investment portfolio, health care, and estate

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WEBINAR REPLAY: Planning Makes a Difference

Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – how you feel and what you want.

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WEBINAR REPLAY: Market Update Q2 2021

During this webinar we covered the following: What to expect for the remainder of 2021, the potential risks that could impact the markets, impact of the stimulus, and if inflation is on the horizon.

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Retirement Spending: What You Need to Know Before You Retire

During this event, we covered: What retirees are spending and how to evaluate your spending needs, how to determine if your spending needs are reasonable with respect to your resources, and how to identify if you will have margin built in for entertainment, emergencies, and unexpected expenses.

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