Match My Plan

06/19/2024

05/08/2024

Important Information for: Retirees & Pre-Retirees

Your decisions could cost you $100,000 or more in lifetime Social Security payments. How much you receive and how much you keep depends on your choices now. Learn how to optimize your Social Security benefits. Learn more: FREE 30-minute RSSA review. Ask about the Social Security Roadmap.
https://matchmyplan.com/rssa-your-decisions-could-cost-ss-roadmap/

03/06/2024

Important Information for: Retirees & Pre-Retirees,

Your decisions could cost you $100,000 or more in lifetime Social Security payments. Learn how to maximize your social Security benefits. Request a NO COST 30 minute review with a Registered Social Security Analyst (RSSA). Also, ask about the Social Security Roadmap.
https://matchmyplan.com/social-security-consultation-only

03/04/2024

Recently, one of our clients invited us to help refine a brilliant book wherein he stressed that debt management (actually elimination) is foundational to a secure retirement. In Phil's book "Get Me to Zero," Phil teaches about the many financial tools that help those preparing for retirement as well as those in retirement to get to ZERO debt, Zero risk and dang close to Zero taxes. His book is available at: https://www.amazon.com/Get-Me-Zero-middle-Americans/dp/B0CH253P7J/