New Perspective Financial Solutions

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New Perspective Financial Solutions New Perspective Financial Solutions focuses on helping retirees navigate the next stage of their life, retirement.

10/12/2026

You’ve paid into Social Security your whole career—but how much do you really know about it? 🤔
As retirement approaches, questions start rolling in:
📌 When am I eligible?
📌 How much will I receive?
📌 Will I be taxed?
📌 Should I worry about its future?

Let's break down what you need to know and how to optimize your benefits in today’s uncertain landscape.
📞 Ready for clarity? Let’s talk.

10/05/2026

📺 Confidence in retirement often starts with having more than one source of income. On this segment of The Finance Report, Tayvon discusses why building multiple income streams can help create greater financial stability in retirement.

09/30/2026

New Podcast Episode 👉 Tayvon Jackson breaks down why an account balance alone isn’t a retirement plan, covering income floors, tax diversification, Social Security decisions, Medicare changes, and the hidden costs that can impact retirement income.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

💰 What do retirees actually spend the most money on?Many people assume the biggest retirement expense is travel. In real...
09/28/2026

💰 What do retirees actually spend the most money on?

Many people assume the biggest retirement expense is travel. In reality, taxes, healthcare, housing, and family support often have a much larger impact.

Swipe through to see the 5 biggest retirement expenses and why preparing for them ahead of time can help you make the most of your retirement years.

👇 Which expense do you think surprises people the most?

Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 5875916-09/26

09/25/2026

📺 On this segment of Great Day Washington, Rick shares key insights on building a retirement strategy designed to help you navigate the future with confidence.

09/23/2026

New Podcast Episode 👉 The conversation explores key decisions federal employees face before retirement, including choosing the right retirement date, planning for pension delays, managing TSP withdrawals, understanding annuities, handling market volatility, and avoiding costly tax surprises.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

Will you automatically be in a lower tax bracket in retirement? Not necessarily.Between required minimum distributions, ...
09/21/2026

Will you automatically be in a lower tax bracket in retirement? Not necessarily.

Between required minimum distributions, Social Security income, and potential changes in tax laws, some retirees may end up paying more in taxes than they expected.

That’s why tax planning can be an important part of a retirement strategy, not just something you think about once a year.

Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 5875916-09/26

09/18/2026

Retirement changes everything—especially your strategy.
Once withdrawals begin, it’s time to rethink how your money works for you. We help build intentional, tax‑efficient retirement income plans.

☕ Call us at (202) 790-3786 to start the conversation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 5875916-06/26

09/16/2026

New Podcast Episode 👉 Tayvon Jackson explores how everyday investors can access strategies once reserved for Wall Street, why catch-up contributions may create opportunities for those ages 50 and older, and how financial anxiety can lead to costly decisions.

Listen to New Perspective Financial Radio wherever you get your favorite podcasts!

It’s your life. Your future. Plan accordingly. Learn more at www.newperspectivefs.com

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