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Hi Reader,
Social Security, Medicare, old retirement accounts, long-term care, and even your credit report can all raise questions as retirement gets closer.
Knowing where to find reliable information can make those decisions feel much more manageable.
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"Part of having better conversations is having better information."
ERIC BLAKE
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10 Retirement Websites Every Woman Should Bookmark
In this episode, I share 10 websites I believe every woman should bookmark for retirement planning.
I explain where to review Social Security records, understand Medicare, search for forgotten retirement accounts and unclaimed property, research long-term care and caregiving resources, check a financial professional’s background, and review your credit reports.
My goal is to help you gather useful information, spot anything that may need attention, and ask better questions before making important retirement decisions.
Key points:
- How to review your Social Security earnings record, benefit estimates, and other important account information
- Where to learn about Medicare coverage, enrollment, costs, and free local health insurance counseling resources
- How to search for forgotten 401(k)s, pensions, bank accounts, checks, insurance proceeds, and other property
- Where to find caregiving and long-term care resources and understand services that may be available locally
- How to check financial professionals and credit reports for disclosures, errors, unfamiliar accounts, or concerns
- And more!
You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.
CLICK TO TUNE IN 👇
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Related Links & Resources
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📄 Read
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🎧 Related Episodes
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🌐 Websites
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👩👩👧👦 Connect & Participate
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The Simply Retirement Toolbox
👉 Important Milestones
There are many important milestones that you need to keep in mind. Eligibility requirements often depend on year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track and recall how your age opens or closes planning opportunities.
In response to this challenge, we’ve created the “Important Milestones” resource.
It covers ages that affect:
- Child-related income taxation
- Catch-up contributions
- Retirement plan withdrawals
- Medicare
- Social Security
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Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃
Keeping Retirement Simple,
Eric Blake, CFP®
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Retirement Is More Than Just a Math Problem.
Learn how our 3-step process can help you successfully navigate this decades-long transition—without overpaying the IRS!
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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