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Social Security Retirement Income

For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical to funding your retirement dreams. The rules for claiming your Social Security benefits can be complex. By educating yourself about Social Security, you can learn how to claim the maximum amount to which you are entitled.

Investing Retirement Funding Insights
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TEAM MEMBER SPOTLIGHT

This month’s team member spotlight is on Lori Griffith our “luna - luna lawelawe” Hawaiian for our CFO. She is behind the scenes running our companies and taking great care of all us at McKay Wealth Management. Originally hailing from the Island of Oahu, Lori brings her talents, expertise and compassion to our operations.

Insights
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I think it's time to start planning for retirement. Where do I begin?

First, set lifestyle goals for your retirement. You'll also need to account for basic living expenses, from food to utilities to transportation. Figure out how you will pay for health insurance until at least age 65, when you will be eligible for Medicare. Be realistic about how many years of retirement you'll have to fund. The longer your retirement, the more money you'll need.

Investing Retirement Funding Insights
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Tax Time- Deadline up ahead

You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 has been extended to July 15, 2020.

Investing Insights