AdvisorNet Financial Partners

Please join us in person or virtually for an informative discussion on Taxes & Retirement!

Budget carefully before and during your retirement to account for your change in income, as well as your necessary expenses.

Have questions? Let's make a plan!

👋 Hey everyone! As more Americans turn 65, it's crucial to understand your Social Security retirement age and its impact on your investment strategy. Here's what you need to know:

🔹 The full Social Security retirement age has gradually risen from 65 to 67 due to changes enacted in 1983.
🔹 Those born between 1943 and 1954 have a full retirement age of 66, while those born in 1960 or later have a full retirement age of 67.
🔹 Waiting until full retirement age ensures you receive 100% of the benefits you've earned.
🔹 If you delay claiming past your full retirement age and up to age 70, you can receive an 8% annual benefit increase.

Remember, the decisions about when to claim Social Security and sign up for Medicare should be made independently to maximize your benefits.

Have questions or concerns? We're happy to help.



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As more Americans reach 65 than ever, here's what to know about your Social Security retirement age To get the biggest Social Security retirement benefit checks, it pays to wait.

Questions about making a withdrawal from an investment account? In this week's Advisor's Corner Max breaks down what to expect.

Withdrawing Funds – Advisor's Corner

Join us Tuesday for an informational discussion on the in's and out's of Medicare today. If Medicare questions have been on your mind, you won't want to miss this... RSVP to Josh Fussy at [email protected]. If you are unable to attend in person, there will be a virtual option available. Feel free to bring a friend!

Join us for dinner on Tuesday the 8th for an educational discussion on how to navigate the increasing Long-Term Health Care costs in today's world.

Just in case Modern Portfolio Theory comes up at the 4th of July BBQ... We have you covered!!

Efficient Frontier – Advisor's Corner

When should you reach out to a Financial Advisor? As usual, Max has all the answers!

Life Changes – Advisor's Corner

What is a Hybrid or Asset-Based Long-Term Care Policy? Our LTC specialist Evan breaks it down in this week's Advisor's Corner!

Hybrid Long Term Care Policies

Chris walks through our financial planning process in this week's Advisor's Corner!

Planning Process – Advisor's Corner

We could all benefit from Fred's advice in this week's Advisor's Corner!

How Important is a Life Insurance Policy Review?

What do all of these rake hike headlines actually mean? Luke breaks it down in this week's Advisor's Corner!

Raising Rates – Advisor's Corner