social security

Understanding Social Security Nuances: Spousal, Widowed, and Divorced Benefits
Team SummitEmployee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
It’s no secret that Social Security can seem very complicated, even for your, normal retirement benefit.  Layer on any life-complexities and some may feel like they need a doctorate to understand it all! Cue our friends at MFS, who prepared several FAQ documents to help clear up the confusion around Spousal Benefits, Benefits for Widows  Read More →
[VIDEO] Saving Enough for Retirement? | Three Ways to Find Out
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Retirement PlanningComments are off for this post
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One of the most frequently asked questions we hear from employees is “How much should I be saving for retirement?” Although the answer to this question is different for everyone, there are a few different methods you can use to find out if you are on track.   Retirement Calculators Nationwide’s My Interactive Retirement Planner:   Read More →
Three Tax Tips that Can Help As You Approach or Begin Retirement
Team SummitFinancial Planning, Retirement PlanningComments are off for this post
Retirement is a whole new phase of life! You’ll experience many new things, and you’ll leave others behind – but what you won’t avoid is taxes. If you’ve followed the advice of retirement plan consultants, you’re probably saving in tax-advantaged retirement accounts. These types of accounts defer taxes until withdrawal, which is typically during your  Read More →

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