Retire Smart Kansas

When you’re many years away from retirement, Social Security seems straightforward: You’ll leave your job, file for benefits, and receive a monthly check for the rest of your life — boom!

But in reality, getting the most out of Social Security is anything but simple. Here are some helpful pointers to keep in mind. https://ow.ly/37T950Zgq8a



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

A Roth conversion may not be suitable for your situation.
The primary goal of a Roth conversion is generally to reduce future tax liability on retirement distributions.
Please consult with your tax and legal professionals before implementing any Roth conversion strategy.

Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency

Social Security Basics: 12 Things You Must Know to Maximize Your Benefits Claiming Social Security benefits at the right time means more money for you.

Have a safe and happy 4th of July!

While this is a weekend of celebration, nobody wants fireworks in their financial future. Talk to TGW Wealth Management about how we can help provide freedom and flexibility in your retirement years.

Inflation is constantly changing, but lately, there have been far more ups than downs.

To safeguard your savings from future increases, we recommend making your nest egg inflation-proof. To help, here are three questions to ask yourself: https://ow.ly/BsLy50Z0m4N



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

3 Questions to Ask to See if Inflation is Quietly Draining Your Nest Egg The price of everything is rising, but that doesn't have to derail your retirement plans. Ask yourself these questions to make sure you are still on track.

Happy Father's Day! 👔

If financial planning has you in knots, we’re happy to help you tie up all the loose ends.

This checklist covers some important financial steps to think through before retirement arrives. https://ow.ly/J7su50Z0lJp



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
This is not endorsed or affiliated with any federal Medicare program, nor any U.S. government agency. If applicable, we do not offer every plan available in your area and contacting us will direct you to a licensed insurance agent. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.
This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

A 10-Year Retirement Planning Checklist Keep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.

Ready to ride off into the sunset? Make sure you’ve got a plan first!

On Retire Smart Kansas, Thad Wellshear and host Cynthia DeFazio share tips on how you can retire … and stay retired!

Retirement planning isn’t just about growing your money; it’s about making sure everything works together.

Asset allocation helps balance your investments to match your goals, comfort level, and future income needs.