Education professionals face specific retirement-planning needs to retire on time and with the income they require. This whitepaper is designed to support individuals as they prepare to retire, by providing details and common strategies. This version has been updated with insight on how Social Security benefits may be affected.
© 2024 Heritage Financial Planning, LLC. | Website Design by Justin Allen
Investment Advisory Services offered through Whitestone Capital Management, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability. Whitestone Capital Management and Heritage Financial Planning LLC are independent entities. Insurance products are offered through Heritage Financial Planning LLC, by insurance licensed individuals. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Heritage Financial Planning LLC. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Whitestone Capital Management.
