10 Things You Should Know about Social Security

By: Oxana Saunders

coins and plants growingAs we think about retirement planning, the big part of it for most Americans is Social Security. It could be quite difficult to navigate all the rules associated with Social Security especially if you are trying to maximize your monthly payments. It gets even more confusing if you continue to work part time or have other sources of income.

Recent changes to Social Security rules certainly did not make it any easier. Below is a link to Kiplinger’s easy-to-understand Social Security guide that can help you educate yourself on what benefits you are entitled to and when.

kiplinger 10 Things You Must Know About Social Security

If you are in the process of retirement planning and are not clear on how to optimize your Social Security payments within your current financial state, contact us for a free consultation.

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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The Basics of Planning for Retirement

By: Oxana Saunders

Photo courtesy of TheBalance.com

Photo courtesy of TheBalance.com


Younger people often think that retirement is too far in the future and see no reason to worry about it today. Others believe that a financially sound retirement seems impossible and therefore they will never be able to retire, or they can just count on Social Security.

While financial circumstances differ for people in different age and income groups, there is one thing in common – the sooner you start thinking about retirement planning, the better off you would be. This requires a comprehensive look at your situation and a well-prepared plan, which should be reviewed and modified regularly to adapt to developments in your life.

Below is a link to an article from TheBalance.com that can help you start your retirement plan. For more extensive analyses of your retirement goals and how they can be accomplished, please call us at 941.350.7904 for a free consultation.

the balance website logoThe Basics of Planning for Your Retirement

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Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or oxana@pathfinancial.net.

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