Healthy Coverage for Life

Enjoy your Labor Day weekend! Make the most of this well-deserved break. #LaborDayWeekend

Navigating Social Security decisions is crucial for retirement planning. Here are some calculators to get you thinking about your optimal retirement age and how you might maximize benefits: https://bit.ly/4bJS5ih Social Security Retirement Estimator U.S. News Retirement Calculator Planning for Retirement Social Security Benefits Calculator Retirement Age Calculator Early or Late Retirement Calculator Retirement Earnings Test Calculator Life Expectancy Calculator Social Security Intelligence Break-Even Calculator Remember that calculators don’t give you the whole picture. We invite you to call us to discuss your Social Security filing strategy, your retirement income plan, and how we can align your retirement strategy with your retirement lifestyle goals!

What are your retirement dreams and aspirations? Whether it’s sailing the ocean, joining a new club, or purchasing a furry friend, we want to hear about it!?????? Drop a comment below and let's start planning how we can make these dreams possible. Regular meetings with your financial advisor can help ensure you're on track to afford these new hobbies and activities. Let’s talk!

Investors aged 21-43 are increasingly favoring alternative assets like hedge funds, private equity, and crypto over traditional stocks and bonds. Meanwhile, those 44+ stick to the classics.?? Learn more about what’s driving this shift: https://cnb.cx/3Y2zHOg

Are you 65+ and still working? You may have options when it comes to Medicare enrollment: https://bit.ly/4cX7xZg Stay informed to make the best decisions as you continue working past retirement age! You can learn how to navigate employer coverage, avoid penalties, and make the right choices for your healthcare needs. Give us a call!

Are you a business owner? Discover how retirement trends are reshaping the future of retirement planning: https://bit.ly/467ubfx Employers are adapting retirement plans to meet diverse needs in a fast-paced world.???????♀? From auto-enrollment to health savings accounts, these trends help ensure employees are prepared for a secure future. Stay updated and consult with your advisor to tailor your retirement strategy effectively. Give us a call!

As summer draws to a close, there's still time for one more vacation! Take advantage of senior travel discounts from AARP and AAA to make your getaway more affordable: https://bit.ly/4bIWhyS AARP offers savings on flights, cruises, car rentals, and more, while AAA provides roadside assistance and discounts at hotels and restaurants. Don't miss out on these great deals to make your next trip memorable and budget-friendly.

Ever wonder how the U.S. economy is measured each month??? The Employment Situation Report, released by the U.S. Bureau of Labor Statistics on the first Friday of every month, provides vital insights into employment trends, wages, and more. Its data can influence everything from interest rates to stock market movements. Check out July’s latest report released on August 2nd!

Celebrate National Planner Day with us!????? As retirement planners, we're dedicated to keeping you on course with your financial goals and retirement plans. Now's a great time to schedule a meeting and help ensure you're on track for a secure financial future. #NationalPlannerDay #RetirementPlanning

Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement, starting early can help when it comes to your finances. Here are some reasons why: