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Archives for October 20, 2015

Secured Retirement Radio: The Golden Decade

Blog post written by Dale Decker

If you are 59 ½ up to 70 ½, you are in the Golden Decade when everything you do relative to your retirement matters.

There is a long list of do’s and don’ts during this period. On Saturday’s Secured Retirement Radio Show, CFPs Joe Lucey and Derek Fautsch outlined a few.

For example:

Do: Map out income.

When 60 and retiring, one needs to plan the next 30 years without a paycheck. Everyone’s situation is different, but in each case, there’s a way to manage income, Social Security, taxes, and possibly employment to enhance your chances for a successful retirement. Make mail box income work for you during this period.

Don’t: Take Social Security too lightly. There are a lot of variables for most individuals and couples. What can seem like a simple process is actually very intricate and the devil is in the details. The 10 percent that you don’t know about Social Security can make an income difference in the thousands and influence the success of your retirement years.

For more do’s and don’ts, to find out about our upcoming retirement classes, or to register for one of our free consultations, call us at 952-460-3260.

Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!