Webinars

One of the most important decisions you can 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. During this event, we discussed the critical things to think about when incorporating Social Security into your retirement planning. Areas of discussion included: - Who is eligible for Social Security? - How your benefit is calculated - The taxation of Social Security benefits - Maximizing spousal and survivor benefits - Will Social Security be there for me? - When to delay, when to file early, and why?

Don't miss the 2024 Q3 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2024 - Economic growth trends - Corporate earnings analysis - Inflation forecasts - Market performance before and after rate cuts

Are you being forced to retire early for any reason? No matter the reason, you should have a thoughtful plan of action should you be faced with this scenario. During this webinar, our President and CIO, Matt Wilson, discussed the steps you should take to be prepared to navigate this complex transition. The webinar delved into the following topics: - Health Insurance - Social Security - Pension Plans - Debt - Budgeting - Investment Decisions

Don't miss the 2024 Q2 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2024 - Economic growth trends - Corporate earnings analysis - Inflation forecasts - The most important long-term market indicator

This webinar is designed to help prepare you for your spending needs in retirement, BEFORE you retire. During this event, we have: - Learned what retirees are spending and how to evaluate your spending needs. - Determined if your spending needs are reasonable with respect to your resources. - Identified if you will have margin built in for entertainment, emergencies, and unexpected expenses.

We conducted a complimentary virtual workshop on Tax Planning Through Four Stages of Retirement. During this webinar, we learned about: - 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