Social Security

Social Security Spousal Benefits

February 18, 2021February 19, 2021

Many married couples find navigating Social Security daunting, especially as it relates to understanding Social Security spousal benefits. Not only can you make Social Security… Read More »Social Security Spousal Benefits

Should You Take Social Security at 62?

January 6, 2021January 6, 2021

Should you take Social Security at 62? Or, should you wait until your Full Retirement Age or later? Taking Social Security early can be a… Read More »Should You Take Social Security at 62?

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(801) 810-8434

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Thrive Retirement Planning and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thrive Retirement Planning and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Thrive Retirement Planning are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

The ChFC® mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission

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Privacy Policy
Terms of Service
(801) 810-8434

Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. Thrive Retirement Planning and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A page 4, for additional information.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thrive Retirement Planning and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

*The National Social Security Advisor certificate, the National Social Security Association, LLC and Thrive Retirement Planning are not affiliated with or endorsed by the Social Security Administration or a US governmental agency. The National Social Security Advisor certificate program is not a professional certification program.

The ChFC® mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission

Neve | Powered by WordPress