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7 Keys to Pretirement Planning With Your Partner

by Kenny | Nov 25, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have huge implications for your financial security, lifestyle and legacy during your golden years. They...
Annuities Rising in Popularity

Annuities Rising in Popularity

by Kenny | Nov 16, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities more attractive to investors, so much so that annuity sales are smashing records set in 2008 during...
5 Ways To Kick Retirement Overspending

5 Ways To Kick Retirement Overspending

by Kenny | Nov 9, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation getaways. And, of course, high inflation. Houston, we have a problem: Many retirees are spending way...
6 Things I Wish Someone Had Told Me Before I Retired

6 Things I Wish Someone Had Told Me Before I Retired

by Kenny | Nov 2, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent retiree shares lessons learned late about saving money and spending time Everyone nearing retirement has a vision of what their road will be like once they clock out of the 9-to-5. Maybe that prophecy includes regular travel, longer trips to see the...
Social Security benefits in 2024: 5 big changes retirees should plan for

Social Security benefits in 2024: 5 big changes retirees should plan for

by Kenny | Oct 27, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As inflation lingers, the Social Security Administration (SSA) is boosting its cost of living adjustment (COLA) for benefit checks in 2024. It’s just one of many changes announced by Social Security recently. Here are some key changes to Social Security happening next...
Don’t Make This Big Retirement Mistake

Don’t Make This Big Retirement Mistake

by Kenny | Oct 20, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A recent survey of Americans who have yet to retire found that just 10% have made plans to receive the biggest possible Social Security payout. And it’s not because people don’t know that Social Security pays bigger benefits the longer you wait to claim. More than 90%...
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Topeka, KS 66614

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Recent Posts

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  • A PHILOSOPHICAL SLOTT REPORT ENTRY August 7, 2024
  • IRS FINAL REGULATIONS LOOSEN DEFINITION OF “ELIGIBLE DESIGNATED BENEFICIARY” August 5, 2024
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