Social Security's 2025 Adjustments: What Retirees Need to Know
In today's post, I'll share how I review the annual Fact Sheet release and what these adjustments mean for the financial planning I do with retiree clients. These adjustments are crucial for retirees as they directly impact their income and financial stability in retirement.
Emergency Funds in Retirement
As someone transitions into retirement, it's worth revisiting the "why" behind your emergency fund. While there's still a place for an emergency fund for some, it may not carry the same weight it did during your working years. In other words, what worked well during your accumulation years might not be the most efficient strategy moving forward.
Maximize Your Social Security: 3 Key Benefits
Today, I would like to highlight three of the most important features of Social Security benefits that many clients underestimate.