April 2019
Social Security’s Best Kept Secrets
Did you know a married couple has over 80 different strategies for how they can claim their benefits? With Social Security planning, it’s not “one size fits all”, and if you’re not looking into all your options for collecting, you’re probably making an expensive mistake. Don’t be one of the average retirees who leaves potentially thousands of dollars unused! In this course, you’ll learn the secrets to maximize your benefits. Whether you’ll be working while collecting, will be retiring in…
Find out more »Approaching Retirement on TRS or SURS
Are you worried about the Illinois state budget and the impact on TRS and SURS? Putting together a solid savings plan for your future and developing a clear understanding of your retirement benefits is one of the best strategies to ensure a confident, enjoyable retirement. We will review the “Windfall Elimination Provision” and “Government Pension Offset” that affects pensioners’ past Social Security benefits and how they are calculated. We will introduce strategies that are only available to Teachers Retirement System…
Find out more »Transition to Retirement: The Key Issues You Must Know
Retirement is a one-time event. Mistakes can be very costly. This course will address some of the key issues in the transition from work to retirement. Understanding these key issues and making informed decisions may help you better enjoy your "golden" years. We will evaluate the true cost of retirement, review potential sources and timing of retirement income, discuss health changes to plan for, and touch on protecting your wealth and minimizing taxes during retirement. This course is designed to…
Find out more »Estate Planning 101: The Essentials
Estate planning is essential to everyone’s lifelong plan and is not just for the wealthy. It involves not only passing on your real estate, personal property, and financial assets to your heirs, but also planning for others to make decisions for you should you become incapacitated or die. A well-thought out estate plan can help you provide for loved ones while managing taxes and ensuring that your wishes are carried out. Estate planning is the key to making sure that…
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