Retirement Workshop 20/20

03/23/2025

40.6% of households run the risk of running out of money and retirement.
If the Social Security trust fund is depleted in 2034, assuming the benefits will be cut the retirement funding deficit will climate additional 6% to $4.06 trillion

03/23/2025

Classic Replacement cost for retirement, you’ll need 70-85% replacement ratio of income.
For 90% certainy requires 119% replacement ratio
for male, 129% for female.
Not including nursing care.

07/31/2024

https://www.eventbrite.com/e/free-educational-social-security-101-medicare-101-planning-event-in-psl-tickets-966531139657?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

A free open to public educational Social Security & Medicare 101 event will help explain the confusing & complicated federal programs.

07/15/2024

https://geediting.com/people-who-lose-their-sense-of-purpose-as-they-get-older-usually-display-these-8-behaviors-without-realizing-it/

As we age, it can be easy to lose sight of our purpose, often without even recognizing it. The shift can be subtle. One day, you’re full of passion and ambition, then you begin to feel a vague sense of discontent. You’re not quite sure what’s missing. This change often manifests in specific be...

06/23/2024

Unfortunately, getting in & out is more challenging as we age.

05/07/2024

If you have questions on Social Security, Medicare, Annuities for lifetime income.
We specialize in 403(b), 457, Florida Retirement System and other State & Federal pension plans
Our team of trusted advisors can help. No obligations. Never a fee

05/06/2024

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

05/03/2024

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

05/01/2024

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

04/29/2024

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

04/26/2024

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

04/24/2024

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?