Stonebridge Wealth Systems, LLC @StonebridgeWS

Test Your Retirement Budget: One of the best ways to feel more confident about retirement is to test your budget before you actually retire. Not sure if you're ready? Our quiz is designed to help you figure out if you're fully ready to retire: stonebridgeretirement.net

Bonds can fluctuate. #Retirement dates can change. Family priorities can evolve. In a recent Retirement Compass episode, Tim Kulhanek discussed why a retirement plan should account for more than the date you hope to stop working. Read the key takeaways: stonebridgeiwm.com/post/retiremen…

How much of your #retirement savings will you actually get to keep? A Roth conversion may be one strategy to help you manage future tax obligations. Take our complimentary Roth Readiness Quiz to see where you stand: retirementreadysuite.com/stonebridge-we…

Your Social Security Decision Can Affect Your Spouse: Are you ready for retirement? Take our complimentary Retirement Quiz to see how prepared you are and where there may be opportunities to strengthen your plan: stonebridgeretirement.net #socialsecurity #retirement

How #Inflation Can Change Long-Term Care Costs: Long-term care can look very different when you factor in inflation. Are you prepared for the risks that could impact your retirement? Take our complimentary Retirement Risk Quiz to see where you stand: stonebridgeriskquiz.com.

Medicare can feel complicated. Having someone familiar with the course can help you better understand your options. LEARN MORE: stonebridgeiwm.com/medicare

Because just like golf, one club doesn’t work for every shot, and one Medicare plan doesn’t work for everyone. You still take the shot. Keli is there to help you understand the clubs in your bag.

Think of Keli Gideon, Stonebridge’s #Medicare Broker, as your Medicare caddie. Life is a lot like golf. You don’t always know what’s around the next bend, which hazards to avoid, or which club to choose. That’s where a good caddie comes in.

#SocialSecurity isn't automatically tax-free: Depending on your other sources of income, including a pension, some of your Social Security benefits may be taxable. Check out our Retirement Readiness Quiz. Click here: stonebridgeretirement.net.

The Details of Your Plan Matter: #FinancialPlanning isn't always about finding the next great investment. A small detail can sometimes have a much bigger impact than you expect. That's why looking at the whole picture matters. View our process: stonebridgeiwm.com/our-process

Putting off a financial question can make it harder to see your options. “How much can we afford to give our adult child?” “Have I waited too long to start investing?” “I feel like I should know this already. Is it okay to ask?” READ MORE: stonebridgeiwm.com/post/Money-Que…

Your retirement income has a destination. Some goes toward the life you’ve planned, and some may go toward taxes. Knowing the difference can help you plan with more clarity. Take our #Taxes Calculator Quiz to find out about your tax portfolio today: 📷 stonebridgetaxbill.com.

When you spend too much of your wealth on one stock, unexpected news or market reactions can have a much bigger impact. #FinancialServices Want help diversifying your portfolio? Contact us today for a free consultation: stonebridgeiwm.com/contact

It's Okay to Spend Some of Your Money: Stonebridge helps you find the right balance between enjoying today, preparing for tomorrow, and leaving something behind for your loved ones. Check out our Retirement Risk Quiz to see how much risk you are taking: stonebridgeriskquiz.com

Is #Itemizing Your Charitable Donations Really Worth It? Giving to charity can have tax benefits, but itemizing your deductions isn't always the best strategy. Not sure what your tax liabilities are? Visit our Tax Tool Calculator to find out today: 📷stonebridgetaxbill.com.

#Inflation is a risk too: Even when your money is safely sitting in the bank, it can lose purchasing power over time if it isn’t earning enough to keep up with inflation. Take our complimentary Risk Quiz today to see how much risk you may be taking: stonebridgeriskquiz.com

If the market doesn't cooperate, inflation increases expenses or #retirement savings aren't quite where you'd hoped, the solution may seem straightforward: I'll just keep working. But what happens if that decision isn't entirely yours? LEARN MORE: stonebridgeiwm.com/post/work-long…

🏓 Work hard. Play hard. Celebrate harder. This Labor Day, our offices are closed.While we're away, enjoy this look at some friendly ping pong competition! We hope you have a fun, safe, and relaxing holiday. We'll be back and ready to help tomorrow. Happy Labor Day! 🇺🇸