Are you planning to meet up with any friends or family members this holiday season who are approaching retirement or recently retired? Or maybe you’re in that position yourself? That can be a very exciting time, but it can quickly become very stressful if you haven’t planned for it. The goal is for every day to be a Saturday in retirement, but getting to that point isn’t that simple. We’re going to review the following five misconception about retirement to help you and your loved one prepare for retirement.
- Paying zero in taxes is always the best case.
- Claiming Social Security as early as possible.
- Retiring early is easy if you have enough money.
- Retirement is all fun and relaxation.
- We don’t have enough money to [insert goal].
Social Security Administration Announced 3.2% COLA Increase for 2024: https://bit.ly/3uJg8Oi
Tax Rates Sunset in 2026 and Why That Matters: https://bit.ly/40ZAhfc
Retirement Plan Checklist: https://bit.ly/3N3tOKk
2023 Year-End Tax Planning: https://youtu.be/MEm7iB6HDa8
Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4
7 Financial Planning Opportunities You Don’t Want to Miss: https://youtu.be/ZrsSlnLrpCY
Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k
How Does a Roth IRA Grow?: https://youtu.be/sJcVt95fKZo
Retirement Planning for the Self-Employed: https://youtu.be/3RzKRAmyQ0Q
5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg
Financial Planning Tool: https://bit.ly/3T9lfln
Meet with Us: https://bit.ly/47xOtP5