We are excited to share our inside retirement Video Series. These videos were designed to help Edison Employees follow a few simple checkpoints that may constitute the route to a well-executed retirement. Imagine the sense of confidence that you could feel when you discover that there is life after Edison. Feel free to watch the full series — one segment at a time, or give us a call and we can develop a plan tailored especially for you.
Intro
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
Think Debt
Remember in retirement you will not be able to work overtime to pay off debt.
Think Mortgage
Many people have questions about their mortgage prior to retirement. Watch this video and learn how to fine tune your mortgage, before your last day of work, and retire on time. What mortgage questions are on your mind?
Think Savings
How much is enough? Many people have questions about the “rule of thumb’ for retirement savings accounts. Watch this video to be sure you have enough to be comfortable and prepared. What savings questions are on your mind?
Think Social Security
To collect, or not to collect that is the question. Watch this video to develop your plan to best utilize Social Security in retirement. What Social Security questions are on your mind?
Think Budget
Budget analysis will help us to keep our lifestyle intact in retirement. Lifestyle is everything, and we want to keep it. Watch this video to learn a few simple steps that will help your retirement budget work smoothly, and allow you to keep the life you want in retirement.
Think Income
Hands down the most important component of retirement is your retirement paycheck.
Think Taxes
Taxes are never fun to talk about, but even less fun to pay! This video will help you understand what taxes will be paid in retirement and how it will affect you. What retirement tax questions are on your mind?
Think HealthCare
Insurance is simply something we cannot take for granted. What will your retirement insurance benefits look like?
Think Income Gap Plan
What is the “lag period?” It is the “undiscussed” lull in income during which your employer processes your retirement.
Think Investment Mix
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
Think Paperwork
Retirement should not mean headaches and mounds of paperwork; It should mean confidence and happiness. Watch this video to get a head start on how to process the retirement paperwork. Or call the office and we can set up a plan tailored especially for you.
Think Deposits
Upon retirement you will receive various checks for different purposes. For example, your last paycheck, your sick leave and your rollover checks. Watch this video to work towards keeping yourself organized as your retirement begins. You will have a lot going on in those first months of retirement.
My Story
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
Help With the Loss of a Spouse
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
7 Mistakes Regarding the Distribution Phase
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
Fighting the Uphill Battle Toward Retirement
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
When to Take Social Security Benefits
To collect, or not to collect that is the question. Watch this video to develop your plan to best utilize Social Security in retirement. What Social Security questions are on your mind?
Surviving the Loss of a Spouse
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
Reasons Why People Flunk Retirement
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
5 Years To Go
Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?
