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February Issue 2014
How to Save More for Retirement in 2014
A Social Security 'split' that pays off
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Ever dream of all the things you would like to do in retirement? We all have our lists.  Your retirement saving habits and knowledge about Social Security may play a crucial role in realizing how much money you have available when that time comes.  This month's articles have been selected to help you optimize your efforts in saving effectively while also demonstrating real strategies to make the most of your future Social Security income.
  Call if you have any questions.  It is my goal to help you optimize your retirement plans.

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Featured Article:  How to Save More for Retirement in 2014


By Joe Udo / Money.USNews.com

January 9, 2014

 

Two of the money common New Year's Resolutions are to get fitter and save more money.  These goals are very difficult to keep because they are not specific, and it's hard to keep track of them.  It's better to make more specific goals like saving an extra $2,000 for retirement this year.  (More)

 

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Featured Article:  A Social Security 'split' that pays off

By Glenn Ruffenach / Marketwatch.com

January 6, 2014

 

Yes, waiting until your "full retirement age" - or longer - to begin collecting Social Security is good advice for many.  But some couples might benefit from pursing a "split strategy," where one spouse claims a payout at age 62.  (More)

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