The Quincy Group Blog2021-06-03T20:56:38+00:00

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What Role Does Social Security Play in Your Retirement Strategy?

More than likely, Social Security will represent a portion of your monthly retirement income. But, how big of a role will it play in your overall retirement strategy? While Social Security won’t provide for your entire income in retirement, it can help supplement it in certain areas. So, make sure that you include a plan for filing and collecting your Social Security. Not knowing what income to expect, and how to collect your legal [...]

September 20th, 2021|Retirement Planning, Social Security|

3 Helpful Tips That Can Enhance Your Retirement

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived their life that way. If your retirement date is rapidly approaching or if you’re already retired, there are a [...]

September 13th, 2021|Retirement Planning|

Don’t Forget Your Retirement Planning Basics

In the olden days, retirement planning used to be much easier. You worked hard and for long enough to be eligible for a pension, saved a little along the way, and were well taken care of by the government. Nowadays, retirements last longer than ever and many Americans are struggling to save enough in order to support their lifestyle throughout retirement. Social Security and Medicare, the backbone of the government’s support system for retirees, [...]

September 7th, 2021|Retirement Planning|

4 Helpful Tips That Can Enhance Your Retirement

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived their life that way. If your retirement date is rapidly approaching or if you’re already retired, there are a [...]

Planning for Retirement with Your Significant Other

Achieving your retirement and financial goals for yourself can be a challenging task. Then, once you add in the goals for your significant other, it can put an entirely new twist on your retirement strategy. Whether you’re newlyweds or celebrating another milestone anniversary, there are some important conversations that you may want to consider having with your spouse. With some key strategies in-place, you may find that you are able to work through most [...]

August 23rd, 2021|Retirement Planning|

Types of Risk to Consider

You’ve worked hard your entire career to set yourself up for an enjoyable life in retirement, but did you take into account the different types of risk when preparing your retirement plan? Nowadays, it’s a lot more common for people to live well into their nineties and even surpass the century mark. While it’s great that Americans are living a longer life, it can end up being detrimental to your savings and estate if [...]

August 16th, 2021|Financial Planning|

3 Things You May Not Know About Retirement

Many of us look forward to retirement as the reward for a lifetime of hard work. However, many retirees are caught off guard by the simple facts of their new life in retirement. Here are three things you should know about before you leave the working world for good. Required Minimum Distributions may increase your tax burden Once you reach age 72, you’re typically required to take money out of your traditional IRA and [...]

August 9th, 2021|Retirement Planning|

3 Tips for Your Social Security Strategy

For your entire working life, FICA (Federal Insurance Contributions Act) has been taken money out of your paycheck for Social Security, and our goal is to make sure you receive the maximum benefit. We create strategies for our clients to help them take advantage of the Social Security benefits throughout their life in retirement. Here are a couple quick tips to review: Don’t claim Social security until you have run a Social Security optimization [...]

August 2nd, 2021|Social Security|

Looking Forward to Summer and Retirement

If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. Maybe you haven’t traveled much since before the pandemic and want to this summer, or maybe you’ve recently retired and just want to relax and enjoy your free time. However you choose to spend your time in retirement, the great thing is that that it’s your 30 or more year vacation.  Here are some things [...]

July 26th, 2021|Retirement, Retirement Planning|

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