DOWNSIZING? RETIRING? CALCULATE YOUR SOCIAL SECURITY BENEFITS HERE!

Full retirement age in the US has been changed from 65 to age 67. But if you delay collecting SS until you turn 70, it could mean an additional 1/3 of revenue per month for the rest of your life!  Make sure you take this into consideration whether you’re planning to retire in your current home and hometown, or if you’re planning on selling and relocating to another state.

We also recommend discussing your retirement plans with your trusted financial advisor AND your CPA. Keeping them in the loop will help you better prepare for the lifestyle you desire in whichever city (or country) you choose.

BEGIN WITH TODAY IN MIND

“Decisions are the frequent fabric of our daily design.”

One of the most important lessons we’ve learned is the importance of envisioning what the rest of your life will look and feel like. Begin with the end in mind, then work it back to where you are today.  Oh sure, life will throw you a couple unexpected curve balls, but when you have a clear vision and a plan to prosperity, you’ll be able to make decisions quickly that get you back on track.

If you haven’t taken the time to design your life, give us a call at

(805) 558-4047, and we’ll help you get started!

 

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