Retirement Educational Materials
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At Jameson Financial Solutions, we create a customized retirement plan for you based on your values and beliefs about money, unique financial goals, and priorities.
Below, you will find a complimentary retirement guide covering timely financial topics and insights. We created this guide to help you assess your current investment and retirement strategies. We hope you find it helpful!
Social Security Guide
This Social Security Guide provides a clear and comprehensive overview of Social Security benefits, including when to start claiming, the impact of full retirement age, delayed retirement, spousal and survivor benefits, taxation, and recent legislative changes affecting filing strategies. It also addresses the long-term financial outlook of Social Security and factors to consider in making informed decisions about maximizing lifetime benefits for retirement planning.
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