Maximize your Social Security benefit
You've paid into the system all your working life—so how do you make sure you get out of it all you're entitled to? If you're 50 years old or older, Russ can provide a detailed analysis of your Social Security benefit options and timing considerations in order to achieve the maximum benefits over your lifetime.
Ahead of this one-hour consultation, please provide your Social Security statement to Russ. (This information can be looked up online for free at http://www.ssa.gov/mystatement/ and can be shared via email).
Figure out what to do with multiple retirement plans
Do you have retirement plans from several different employers? Or different funds from a single employer? Should you try to get all of those investments under one “roof”, or does it matter? Russ is available for a one-hour engagement to discuss the up and downsides of consolidating retirement plans, and to tell you what you’ll need to do if you decide to make changes.
Choose the best retirement investments
Investing for retirement is a highly particular kind of investing—on the one hand, it is pretty risk-tolerant, because you are investing for a long time. On the other hand, it is highly risk-averse, because the money is going to be your entire livelihood; you can’t just gamble it away. How do you know what kinds of investments will both make you enough money and give you enough security? In a one-hour consultation, Russ can talk you through the principles of a solid retirement investment portfolio, and which funds offer the best returns.
Customize a session
Interested in talking more to Russ Thornton about the topics you see here? Getting in touch is easy -- just provide a little info about yourself, what you'd like to talk about, and your budget.