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Financial Success in Retirement
5 Essential strategies to help ensure
How confident are you in your retirement income strategy? Many Americans share concerns about their financial stability in retirement. Fortunately, there’s always time to adjust your retirement income plan and get on track toward achieving your goals.
In this guide, we highlight five key strategies to help worry-proof your retirement.
Separating Fact From Fiction
Maximize your social security benefits:
How much do you actually know about Social Security benefits? At a glance, Social Security may seem straightforward. You pay into the system throughout your career. Then, when you retire, you start receiving monthly benefit checks that continue for life. However, it’s not as simple as it seems.
In this guide, we uncover what is fact vs. fiction regarding some of the most common thoughts on Social Security benefits.
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Legacy Financial Advisors, LLC, offers insurance and annuity products and services. We do not provide investment, tax or legal advice.
Investment advisory services offered through duly registered individuals on behalf Legacy Financial Advisors, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Legacy Financial Advisors, LLC are unaffiliated entities. Licensed Insurance Professional.
Life insurance and annuity products are not suitable for everyone. They involve fees and charges including possible surrender penalties. Optional riders may involve an additional annual fee. Health care riders are NOT a replacement for long term care insurance. Product and feature availability may vary by state. Life insurance generally requires medical and often financial underwriting. Annuity withdrawals are subject to ordinary income taxes and potentially a 10% IRS penalty before age 59-1/2. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.
Licensed Insurance Professional. Respond and learn how insurance and annuities may positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.
We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.