Tara Hemsing Woitalla - Retirement Designs

06/03/2026

Many retirees have discovered the benefits of a retirement spent in the great outdoors. Are you ready to do the same?

Get ready to enjoy America’s national park system with this helpful article.

05/27/2026

On average, Social Security represents 30% of a retiree’s income (1), heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000 (2). With over 9,000 ways to claim Social Security (3), it is imperative that clients feel informed and educated on the best strategy for them.
Join me for a virtual educational seminar. The main objective of this course is to educate you on the many facets of Social Security to guide you to and through a successful retirement.
By attending this educational event, you will learn the following (and much more):
1. The complexities of the Social Security system and why it's crucial to make the right claiming decisions
2. The role Social Security can play in your overall retirement income
3. The benefits and consequences of claiming early versus delaying
4. Key spousal decisions and benefits surrounding major life events
5. Potential tax liabilities from Social Security in retirement
Register here:
https://www.retirementdesignsbytara.com/events/maximize-social-security
The source(s) used to prepare this material is/are believed to be true, accurate and reliable, but is/are not guaranteed.
(1) Social Security Administration. (2024). Social Security Basic Facts. Retrieved November 01, 2024, from ssa.gov/news/press/factsheets/basicfact-alt.pdf.
(2)https://www.fdic.gov/.../2023annualreport/2023-arfinal.pdf
(3) Brian J. Alleva. (2017, November). Social Security Retirement Benefit Claiming-Age Combinations Available to Married Couples. Social Security Administration. Retrieved November 01, 2024, from ssa.gov/policy/docs/rsnotes/rsn2017-01.pdf.

05/27/2026

Join me for a virtual educational seminar on Tuesday, June 9th at 6pm. The main objective of this course is to educate you on the potential risks and principles that can guide you to and through a successful retirement.
By attending this educational event, you will learn the following (and much more):
- Discover how taxes can impact your retirement and what you can do to navigate
- Understand how to help protect income in retirement
- Identify 5 risks retirees will face
- Potential strategies to cover long-term care costs without expensive annual premiums
- Implement action steps towards a successful retirement
Register here: https://www.retirementdesignsbytara.com/events
Feel free to forward this content to others who may also benefit from attending this event.

05/04/2026

Retirement Redefined

Around the country, attitudes about retirement are shifting.

04/23/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

04/22/2026

Thank you Jen for all you do! Our clients and I (including my children) appreciate you so much!

04/21/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

04/15/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

04/09/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

04/07/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?