AdvisorNet Financial Partners

04/03/2024

Please join us in person or virtually for an informative discussion on Taxes & Retirement!

03/19/2024

Budget carefully before and during your retirement to account for your change in income, as well as your necessary expenses.

Have questions? Let's make a plan!

03/06/2024

👋 Hey everyone! As more Americans turn 65, it's crucial to understand your Social Security retirement age and its impact on your investment strategy. Here's what you need to know:

🔹 The full Social Security retirement age has gradually risen from 65 to 67 due to changes enacted in 1983.
🔹 Those born between 1943 and 1954 have a full retirement age of 66, while those born in 1960 or later have a full retirement age of 67.
🔹 Waiting until full retirement age ensures you receive 100% of the benefits you've earned.
🔹 If you delay claiming past your full retirement age and up to age 70, you can receive an 8% annual benefit increase.

Remember, the decisions about when to claim Social Security and sign up for Medicare should be made independently to maximize your benefits.

Have questions or concerns? We're happy to help.



Source:

To get the biggest Social Security retirement benefit checks, it pays to wait.

10/11/2023

Questions about making a withdrawal from an investment account? In this week's Advisor's Corner Max breaks down what to expect.

09/07/2023

Join us Tuesday for an informational discussion on the in's and out's of Medicare today. If Medicare questions have been on your mind, you won't want to miss this... RSVP to Josh Fussy at [email protected]. If you are unable to attend in person, there will be a virtual option available. Feel free to bring a friend!

08/02/2023

Join us for dinner on Tuesday the 8th for an educational discussion on how to navigate the increasing Long-Term Health Care costs in today's world.

06/30/2023

Just in case Modern Portfolio Theory comes up at the 4th of July BBQ... We have you covered!!

06/14/2023

When should you reach out to a Financial Advisor? As usual, Max has all the answers!

05/16/2023

What is a Hybrid or Asset-Based Long-Term Care Policy? Our LTC specialist Evan breaks it down in this week's Advisor's Corner!

05/04/2023

Chris walks through our financial planning process in this week's Advisor's Corner!

04/28/2023

We could all benefit from Fred's advice in this week's Advisor's Corner!

04/13/2023

What do all of these rake hike headlines actually mean? Luke breaks it down in this week's Advisor's Corner!