May 28, 2024
Making the Most of Retirement
Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime.
Posted by 
Michelle Leisen, , CFP®,CDFA®
In 
Market Update
 Category
May 21, 2024
Everything You Need to Know about Social Security
Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement. But it acts as a supplement to your resources. Social Security includes disability, dependent benefits, and survivor benefits for minor or disabled children. Our focus today will be on retirement benefits.
Posted by 
Michelle Leisen, , CFP®,CDFA®
In 
Social Security Benefits
 Category
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