US Retirement Ed

US Retirement Education provides education to our communities by partnering with local financial industry pros! We provide free education via webinars.

[US Retirement Ed @USRetirementEd]

For retirees and pre-retirees, healthcare is an extremely important part of any budget! It is important to leave some room in your budget for healthcare costs and unplanned medical emergencies. #retirement #education #budget #healthcare

[US Retirement Ed @USRetirementEd]

The holidays can be a difficult time to stay on budget. It's important to keep track of your holiday spending so that you know exactly how much you spend. This will also keep you from going overboard! #retirement #education #christmas #presents

[US Retirement Ed @USRetirementEd]

There is less than a month left until 2021, which means you should be thinking about your budget for the new year! Start with essential outputs and then go down the list to less essential outputs with what you have leftover. #retirement #education #budgetingtips #2021

[US Retirement Ed @USRetirementEd]

As we approach the end of 2020, now is the perfect time to prepare your finances for a new year! Sit down with your financial advisor, look at your portfolio and think about setting a new budget for 2021. Prepare your money for the year ahead! #retirement #education #budget #2021

[US Retirement Ed @USRetirementEd]

December 7th marks the end of Medicare's open enrollment period! Don't wait to explore new options for your Medicare options, talk to an advisor you trust today and visit https://t.co/1e214QjMZg to get connected with an expert! #retirement #education #medicare #money

[US Retirement Ed @USRetirementEd]

A Roth Ladder Conversion is when you move money from a tax-deferred account, like a 401k, to a Roth IRA. Deadlines for 2020 Roth Conversion forms are coming up. Ask your advisor about their deadlines! #retirement #education #roth #deadline

[US Retirement Ed @USRetirementEd]

A great way to cut costs during retirement is to cook your meals at home instead of eating out. Your food budget will last a lot longer if you cook dinner instead of ordering out and you'll most likely eat healthier, more balanced meals! #retirement #education #costcutter #budget

[US Retirement Ed @USRetirementEd]

We hope you enjoy this Thanksgiving holiday and spend some quality time with family and friends. Happy Thanksgiving and enjoy your holiday weekend! #retirement #education #thanksgiving #family

[US Retirement Ed @USRetirementEd]

You can earn 3.05% a year with a MYGA product! The best part? The annuity company reserves 100% of your investment, while banks only reserve 3-10%. Talk to your advisor today if a MYGA sounds like the right product for you! #retirement #education #myga #annuity

[US Retirement Ed @USRetirementEd]

A multi-year guaranteed annuity (MYGA) gives you GUARANTEED compound interest and they reserve 100 pennies of every dollar you invest in them. If this sounds too good to be true - it's not! Talk to your advisor about current MYGA offerings. #retirement #education #invest #myga

[US Retirement Ed @USRetirementEd]

Here is your weekly reminder that Medicare's open enrollment period is happening NOW until December 7th! We hope you'll visit https://t.co/1e214QjMZg and enter your information for a FREE Medicare Comparison Schedule. #retirement #education #medicare #enrollment

[US Retirement Ed @USRetirementEd]

If you are nearing retirement, you can't afford to just hang in there with your investments. Protect your money by choosing investments that give market-like gains without market risk. Talk with an advisor you trust to get started! #retirement #education #money #financialfreedom

[US Retirement Ed @USRetirementEd]

The Rule of 100 says you should have equities in your portfolio equal to 100 minus your age. So, a 60-year-old should have 40% equities! This rule is a great starting point when deciding how much risk you want to take with your money. #retirewell #retirement #portfolio #invest

[US Retirement Ed @USRetirementEd]

If you are looking for simple strategies to protect your retirement nest-egg and grow your wealth, visit https://t.co/irm3VqCjN3 and enter your information to receive a FREE report on the 5 things you can do with your money right now! #retirement #education #taxes #invest

[US Retirement Ed @USRetirementEd]

Open Enrollment for Medicare is happening through December 7. You can change your plan penalty-free during this period! Visit https://t.co/1e214QjMZg to get a FREE Medicare Comparison Schedule to help you make an educated decision. #retirement #education #medicare #enrollment

[US Retirement Ed @USRetirementEd]

On this Veteran's Day, we honor those who fought for our freedom and those who are still fighting to keep us free today. Take some time today to reflect on our nation's heroes and make sure you thank a veteran for their service! #veteransday #freedom #america

[US Retirement Ed @USRetirementEd]

During this COVID-19 pandemic, protecting your retirement nest-egg is more important than ever. By withdrawing no more than 4% from your retirement funds each year, your money will last throughout your retirement! #retirement #education #financialfreedom #money

[US Retirement Ed @USRetirementEd]

If you're worried about taxes rising in the future, a Roth Ladder Conversion is a great way to protect your retirement nest-egg from future tax risk! You won't pay taxes on withdrawals from your Roth IRA during retirement. #retirement #education #taxes #ira

[US Retirement Ed @USRetirementEd]

Today is Election Day! If you haven't voted yet, make sure you head to the polls and cast your vote. If you don't know your polling location, check your local voter registration website to find out. #retirement #education #election2020 #vote

[US Retirement Ed @USRetirementEd]

With target retirement date funds, simply select the fund with the year closest to your retirement and the fund will make the appropriate asset allocation adjustments, but these funds may not be the best choice for your hard-earned assets! #retirement #education #invest #money