Retirement Planning

The 7 Essential Habits of Highly Confident Retirees (Video)
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Although many individuals look forward to the freedom that comes with retirement, plenty find that the financial freedom they envisioned is less than apparent. Tune in to this pertinent video from Blackrock to learn a few critical habits that can help set the stage for confidence in retirement. Securities and investment advisory services are offered  Read More →
Waiting for the Dough: Delaying Social Security
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Since it launched in 1935, the Old-Age, Survivors, and Disability Insurance program, better known as “Social Security,” has been part of American retirement planning. The program is intended to assist citizens with retirement income as early as age 62; however, many people will find it beneficial to delay this income until later. Social Security considers  Read More →
Qualified Domestic Relations Orders
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
Dividing your assets and debts in a divorce is mostly a matter to be dealt with at the state level, perhaps with the help of your lawyers or divorce mediator. When it comes to retirement investments, however, reassignment must comply with the federal Employee Retirement Income Security Act (ERISA). What does this mean for you?  Read More →

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