Next Gen Wealth Partners

Financial Strategies for Women

Key Takeaways Despite sharing money management duties, only 19% of women feel very confident in their ability to retire comfortably. Compound interest may be one of the greatest secrets of smart investing. And time is the key to making the most of it. If you have left your long-term financial strategy to chance, now is […]

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll get […]

Caring for Aging Parents

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As our nation ages, many Americans are turning their attention to caring for aging […]

How Will Working Affect Social Security Benefits?

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1And that possibility raises an interesting question: how will working affect Social Security benefits?The answer to that question requires an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits. Full Retirement Age Most workers […]

9 Facts about Social Security

Social security card

9 Facts about Social Security 9 Facts about Social Security Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you. The Social Security trust fund is […]