Preferred Retirement Strategies, LLC

09/15/2021

To our friends and clients that observe,

09/09/2021

Another possible change to Social Security? Get in touch with us to discuss what you should be preparing for as there may be adjustments on the horizon.

The current projection is that the trust fund backing Social Security retirement benefits only will run out of money by 2033.

08/27/2021

How do you plan on paying for long term care in the ? Now's the time to develop a plan. At Preferred Retirement Strategies, we provide an analysis on both present and future . Get in touch with us to discuss!

The costs of long-term care are tough to bear, so what is the best way for you to go about planning for them? Answering these two questions is a good place to start.

08/18/2021

If you're considering early retirement or were forced into it from this past year, consider these 3 questions to better prepare. Before making the leap, get in contact with us by sending us a message!

COVID-19 has forced us to look closely at many areas of our life, including our plan for retirement. As this pandemic continues with new variants of the Coronavirus, some people nearing retirement are looking at this time of uncertainty as an opportunity to leave the workforce.

08/13/2021

is key to fill gaps. Is your plan in place?

Get in touch with us to create a that factors in your short term and long term goals.

When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready to cut back on your lifestyle or your legacy plan.

08/12/2021

and Social Security can sometimes be complex. Here are the 7 things you need to know. Get in touch with us for more information about the benefits you share with your loved one.

The benefits of marriage don’t stop at love and companionship. In some situations, marriage can result in more Social Security. If you stay married for at least 10 years, those benefits can last even if you get divorced. But the rules for marriage and Social Security get complicated. Here are seve...

08/04/2021

Let's make sure that your plan is setting you up for . For more considerations when crafting a strategy, schedule an initial appointment with us.

A solid retirement plan is about much more than a collection of investments and insurance products. Be organized about your approach. Here’s how.

08/02/2021

may have long-term impacts that are affecting your . Let's discuss a strategy to combat possible losses and maximize your .

The near-term finances of the Social Security program appear to have weathered last year’s recession better than many policy analysts had predicted, taking some pressure off the Biden administration and Congress to reach a long-term solution to keep them solvent.

07/29/2021

may look different for men and women. Let's discuss a strategy that sets you up for long-term success in the next chapter of life.

Women tend to live longer than men, so they need as much retirement income as possible. Whether you’re 30 or 60, here’s what you need to know.

07/28/2021

Don't let a misunderstanding about or Medicare cost you big . Let's discuss the truths about these options together.

These misunderstandings about Social Security and Medicare could cost you big money

07/26/2021

Your plan can make or break your . Let's create a strategy that will help you maximize on your . Schedule an initial appointment with us at Preferred Retirement Strategies.

Social Security expert Laurence Kotlikoff believes at least half, if not 70%, of people claiming Social Security benefits 'are making major mistakes.'

07/23/2021

Make sure you are avoiding these claim errors so that you don't miss out on potential . For more information on incorporating social security into your plan, schedule an initial appointment with us.

With so many options and variables involved, it’s easy to make any of these three errors with your Social Security benefits.