Dare To Retire U

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Dare To Retire U Educating individuals on their journey into retirement. "Link in bio" ⬇️
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𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁(𝘀) 𝗮𝘁 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲𝘀👇🏻
https://daretoretireu.com/

See our "𝗟𝗶𝗻𝗸 𝗶𝗻 𝗕𝗶𝗼" ➡️ https://linktr.ee/DareToRetireU

We believe that what you don’t know about retirement can cost you in the long run. That is why 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 is our primary focus.

𝑶𝒖𝒓 𝒎𝒊𝒔𝒔𝒊𝒐𝒏 is to educate people and equip them with the knowledge and understanding they need to make sound choices about their own financial future. Current class offerings:

➡️ 𝗠𝗔𝗫𝗜𝗠𝗜𝗭𝗜𝗡𝗚 𝗦𝗢𝗖𝗜𝗔𝗟 𝗦𝗘𝗖𝗨𝗥𝗜𝗧𝗬
➡️ 𝗧𝗥𝗨𝗦𝗧𝗦, 𝗪𝗜𝗟𝗟𝗦, & 𝗧𝗔𝗫𝗘𝗦
➡️ 𝗧𝗔𝗫𝗘𝗦 𝗜𝗡 𝗥𝗘𝗧𝗜𝗥𝗘𝗠𝗘𝗡𝗧
➡️ 𝗠𝗘𝗗𝗜𝗖𝗔𝗥𝗘 𝟭𝟬𝟭

Check out our upcoming available dates to enroll👇🏻
https://daretoretireu.com/

10/15/2026

This is one of those retirement details that's easier to learn about before you need it.

In this video, Instructor Chris Thomas calls attention to the five-year rules associated with Roth IRAs and why they deserve consideration ahead of a future rollover.

📝 A little homework today can give you better questions to ask when retirement gets closer.

10/14/2026

How much choice do you actually have inside your 401(k)?

Instructor Chris Thomas points out that employer-sponsored plans typically provide an established investment menu. An IRA may offer access to investments that aren't available within that particular workplace plan.

That difference is worth understanding, especially as you begin considering what to do with your accounts around retirement. 🤔

Social Security decisions can have a lasting impact on your overall retirement plan.For married couples, coordinating wh...
10/14/2026

Social Security decisions can have a lasting impact on your overall retirement plan.

For married couples, coordinating when and how each spouse claims benefits may help maximize the income available to the household and provide greater financial flexibility throughout retirement. 📈

Taking a closer look at your options before claiming can help you make a strategy that fits your unique goals and circumstances. 🗓️✨

10/13/2026

Your Roth 401(k) and a Roth IRA both have “Roth” in the name.

That doesn't mean all the rules are identical. 👀

Instructor Chris Thomas discusses that timing can matter when you're considering what may eventually happen to Roth funds held inside an employer-sponsored retirement plan.

Before retirement arrives, it can be helpful to understand the five-year rules that may apply and how a future rollover could affect your situation.

🙋 Have questions? Connect with us at https://daretoretireu.com/ or 623-696-7176.

💼 Think retirement planning ends once you retire? Retirement planning is an ongoing process. Your financial needs, goals...
10/12/2026

💼 Think retirement planning ends once you retire?

Retirement planning is an ongoing process. Your financial needs, goals, and circumstances can change throughout retirement, making it important to regularly review your documents, statements, and overall strategy. 🔍

Staying on top of your retirement plan can help you make informed decisions and ensure your strategy continues to align with your goals.

👥 Know someone who is already retired or getting close to retirement? Share this post with them!

You’ve spent years making moves, building a life, and planning for what’s ahead. ♟️Retirement deserves that same level o...
10/10/2026

You’ve spent years making moves, building a life, and planning for what’s ahead. ♟️

Retirement deserves that same level of intention.

It’s not simply about reaching the finish line. It’s about thinking through your next move and what you want this next stage of life to look like.

Because sometimes the biggest move is deciding you’re ready for what comes next.

Dare to Retire®.

Ready to make your next move? See the link in the comments.

Big life changes can come with a mix of excitement, uncertainty, and plenty of questions about what comes next.Retiremen...
10/08/2026

Big life changes can come with a mix of excitement, uncertainty, and plenty of questions about what comes next.

Retirement can feel that way, too. After years of working, saving, and preparing, stepping into something new can feel like a pretty big leap.

That’s the idea behind Dare to Retire®.

It’s about looking ahead, understanding your options, and feeling more prepared to take that next step when the time comes.

Because retirement isn’t just about leaving something behind. It’s about daring to imagine what could be ahead.

Dare to Retire®.

To learn more, see our link in the comments.

10/07/2026

Medicare questions? Set aside an afternoon to learn more.

Medicare 101 is coming to the Sun City Learning Center one week from today.

🗓 Tuesday, October 13th
🕒 3 PM
📍 Sun City Learning Center

We'll take a closer look at how Medicare works and some of the decisions that come with enrollment.

Register at https://loom.ly/5um21dY.

📅 When it comes to Medicare, timing matters.Understanding your enrollment periods can help you avoid unexpected costs an...
10/07/2026

📅 When it comes to Medicare, timing matters.

Understanding your enrollment periods can help you avoid unexpected costs and make sure you have the coverage you need when you need it.

💙 Taking the time to plan ahead can make the transition into Medicare smoother and help you feel more confident about your healthcare decisions. 🩺✨

10/06/2026

Waiting to claim Social Security can increase your benefit for a period of time. But that increase doesn't continue indefinitely.

Instructor Chris Thomas explains that some people continue waiting because they're concerned about taxes. While Social Security benefits can be taxable depending on income, delayed retirement credits no longer increase your benefit after age 70.

💡 Knowing the difference can help you better understand the decision in front of you.

Address

10699 W Bell Road
Sun City, AZ
85351

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16236967176

Website

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