Softek’s Post

Longevity is the name of the game! As we're all living longer, it's essential to plan smart. RMD ages keep shifting, and by 2033, it could be 75! So, about that early Social Security claim... it might mean a permanent pay cut if you're blessed with a long life. Secure your future – let's discuss strategies to keep you in the financial driver's seat! Click the link in my bio to schedule a free 20 min call with our professional wealth advisors and get your FREE written plan. #RetirementPlanning #RMD #FinancialSecurity

Longevity is the name of the game! As we're all living longer, it's essential to plan smart. RMD ages keep shifting, and by 2033, it could be 75! So, about that early Social Security claim... it might mean a permanent pay cut if you're blessed with a long life. Secure your future – let's discuss strategies to keep you in the financial driver's seat! Click the link in my bio to schedule a free 20 min call with our professional wealth advisors and get your FREE written plan. #RetirementPlanning #RMD #FinancialSecurity

Retiring soon? Here are 5 facts about Social Security that might surprise you: 💸 The Social Security Trust Fund exceeds the gross domestic product of every country in the world except the six largest. 💸 Benefits are subject to federal income taxes. 💸 Benefits are determined by your average earnings during a lifetime of work. This is based on the 35 highest years of earnings. 💸 There haven't always been cost of living adjustments. Before 1975, increasing benefits required an act of Congress. Now, it can happen automatically. When can you start taking Social Security? As early as 62! However, that doesn't necessarily mean that's the right age for you. Contact us today for a review of your retirement income plan.

Because you’re busy navigating your world and choices, you may think you have to put off serious financial planning. But now is the ideal time to start preparing a financial strategy that matches your values for today and down the road. Reach out to our Financial Services team to talk about the tools and ideas that can best help you. Click here --> www.appleservices.com/ #credituniondifference #creditunion #financialeducation #genzfinance #northernvirginiacreditunion #savings #millennialmoney

When the time comes to bid farewell to your business due to a sale or retirement, it's not just the memories you'll want to preserve. Many financial liabilities can continue after you leave the business, so talking to your accountant and insurance adviser is important. Run-off cover is key to providing peace of mind and protection against future legal action and claims against the prior owners and managers. #aboutrisk #insuranceadvisor #businessinsurance

Whether you're just starting your financial journey or preparing for retirement, our comprehensive checklist will help you hit all the right financial milestones.

Ready to master your Social Security benefits? 💡 Tune into 'Money Metaphors' for crucial insights. This episode tackles key aspects like the role of Social Security in retirement and how to safeguard against fraud. A special segment for small business owners reveals how to navigate early benefits and taxation. Let's discuss your key takeaways! 🚀 Listen now → https://bit.ly/488b8RP #RetirementMastery #SocialSecurityExpertise #MoneyMetaphors #SmallBusinessTips #WealthPreservation #FinancialSecurity #InvestmentStrategy #RetirementIncome

While protecting your financial data has always been important, it grows even more critical as you start planning for retirement. Read our latest blog for 7 tips you can use to protect yourself. https://hubs.ly/Q02d_s0S0 Travis Financial Services is not insured by NCUA or any other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, & May lose value. For more information, please visit https://hubs.ly/Q02d_y240

"If you’re a parent or grandparent, I would bet that you want to make sure your loved ones head down the right path, setting themselves up for long-term success. This often takes a concrete plan." Read "Skip the registry: Give the life-changing gift of financial security." from wealth advisor, Kyrk Davis. https://lnkd.in/eYevsYp5 #familyfinancialpartners #wealthforgenerations #lexingtonky #financialplanning #wealthmanagement #financialplanner #wealthadvisor #retirementplanning #401k

With so many Social Security claiming rules, it’s no surprise that claiming your maximum income can be confusing. This quick, 5-minute read breaks down what you should know into a simple decision matrix. #SocialSecurity #RetirementPlan #InvestmentAdvisor