by Mosaic WSG, Ltd. | Aug 17, 2021 | Financial, Investments, Retirement, Social Security, Taxes
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties. Key Milestones for Retirement: 49 — Max out...
by Mosaic WSG, Ltd. | Aug 10, 2021 | Financial, Health, Retirement, Taxes
Pre-tax contributions, tax-free withdrawals, and tax-free gains = the Holy Grail of savings opportunities. If you estimate yourself at the 25% tax bracket when you retire, and you put $60,000 into a savings account, you lose $15,000 to taxes; but if you put it in an...
by Mosaic WSG, Ltd. | Jul 20, 2021 | Financial, Retirement
The 2019 Employee Wellness survey by PwC found that 73% of Millennials, 70% of Generation X, and 61% of Baby Boomers think health care costs will adversely affect their retirement. If a healthy 65-year-old couple retiring in 2019 expected to spend more than $387,000...
by Mosaic WSG, Ltd. | Apr 19, 2021 | Financial, Social Security
The Social Security Administration (SSA) recently announced that the annual cost-of-living adjustment (COLA) for benefits would be 1.3%. Here’s a closer look at some of the most significant changes affecting Social Security recipients in 2021. Social Security...
by Mosaic WSG, Ltd. | Mar 17, 2021 | Webinar
Retirement Funds: How Much Is Enough? Exclusive Webinar: Thursday, April 1st, 2021 at 2:00pm Click Here To Register Topics We Will Be Covering Wealth Management With your current savings, how low will your savings last you during retirement years Maintaining Lifestyle...
