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What You Should Know About Social Security and Medicare

Presented by Botto Financial    Timeline for Retirement Benefits Eligibility  Age 62: Eligible for social security retirement benefits If you elect to claim social security benefits at age 62, your benefits will be permanently reduced by 25% to 30%. Age 65: Age...

Financial Planning Guide for Unmarried Couples

Presented by Botto Financial    No one likes to think about death, disability, or a breakup, but planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed...
VIDEO: Employee Retirement Options for Business Owners

VIDEO: Employee Retirement Options for Business Owners

    For business owners, there are a few things to ask yourself before you decide on a retirement plan to offer your employees. There are many options beyond a typical 401k that may make more sense for you. Learn more in this video.   ← Previous...
VIDEO: Giving Your Way to Life Beyond the Balance Sheet

VIDEO: Giving Your Way to Life Beyond the Balance Sheet

  We want to help you create an opportunity to invest in the impact you have on the world. In this video, learn how being generous can lead you to live a life of impact and excitement – a life beyond the balance sheet!   ← Previous Next...
Retirement Case Study

Retirement Case Study

Presented by Wes Botto Jude (63) and Martha (62) Hunt were on the path to retirement. They wanted to retire in 6 months – but had concerns. They were asking each other: Can we actually afford to retire right now? Martha had a pension from her career as a public...