Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
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How does your ideal retirement differ from reality, and what can we do to better align the two?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.