Blog

Safe Money Partners: Longevity Risk in Retirement

June 30, 2020

Just how do you have to stretch your money? Living longer than expected is a risk in retirement. We call it the Longevity Risk.

Safe Money Partners: Market Corrections On Retirement Income

June 30, 2020

When building your retirement nest egg, the market may fluctuate up and down. These market corrections typically won’t have a large impact on your retirement as you’re building your nest egg. However, as you begin taking disbursements or retirement income, further market corrections can have a significant impact.

Safe Money Partners: What is Social Security and How Does It Work?

June 30, 2020

Social security is typically one of the three pillars of retirement income that include Pensions, Retirement Savings, and Social Security.

Safe Money Partners: Explanation Of Retirement Taxes

June 29, 2020

Lean a short history of taxes and learn about the three different types of taxes paid on retirement monies.

Safe Money Partners: Lazy Money

June 29, 2020

What is lazy money? What is the value of your money and learn how to make your money work for you.

Withdrawl Rate

June 29, 2020

What is the typical recommended withdrawal rate for retirement income?

Tax Smart 4 Life Webinar

June 29, 2020

Our on-demand webinar on how to implement a tax-aware strategy to free up cash flow.

Debt Free 4 Life Webinar

June 29, 2020

Our on-demand webinar sheds light on the misconceptions most people have about debt and money management.

Planning Ahead Monthly Planner

June 29, 2020

There are typical expenses that pop up every year. Our worksheet gives you a month by month glance to help you plan.

Identifying Your 3 Values Worksheet

June 29, 2020

Using our guide, start putting your money towards more of the things that matter most to you.