Wealth Management & Financial Planning

Wealth Management & Financial Planning

Retirement Strategy Decisions

Consider This Program with Joe Clark, CFP and Angi Kinser.

In this segment we will cover: There are many strategies for a successful retirement, but also critical decisions that have to be made beforehand if they are going to work. Determining whether to draw Social Security at 62 as a means of monthly income or using retirement savings instead and deferring Social Security while the benefit grows, is one of those decisions. This may reduce your retirement savings at first, but when you do finally take Social Security and the monthly income is larger, you are able to rebound. Thus creating a “V”. We call this V for Victory.

Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

Want to sign up to receive the Market Carver?

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

Have a question for Grant and Aaron?

Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”

Receive Our Free weekly Market Update Video

The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.

Access all of our checklists!