Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact us to discuss your retirement plan.
Please contact us to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail. Contact Tracey Ledda at (888) 947-3321 today to set up a meeting.
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Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.