SIMPLY RETIREMENT Insights

Ever wondered if you're just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions.

In this post, Eric introduces the Simply Retirement Roadmap™ process. The process aims to simplify retirement planning and alleviate one's future concerns. Eric details every stage of the process and the topics discussed in each interaction. Additionally, he explains the benefits of working with Blake Wealth Management and the importance of creating a long-term relationship.

Are you ready to step into the realm of retirement planning and financial guidance? Introducing the Simply Retirement Podcast!

Retirement is an important milestone in life that requires careful planning and consideration. As people approach this phase, they often have numerous questions and concerns about various aspects of retirement. In this article, we will address five of the most frequently asked questions about retirement to help you gain a better understanding of this significant life stage.

While each person's situation is unique, certain commonalities exist among soon-to-be retirees and the decisions that lie ahead. This whitepaper identifies a few shared attributes and provides some essential planning thoughts for developing an investment plan for retirement.

This quick reference guide provides key Social Security numbers to help you in planning. The percentages shown here are applied to the primary insurance amount (PIA) of the worker on whose earnings record benefits are being claimed. The PIA can be found on the worker’s Social Security statement. It is an estimate of the benefit amount if claimed at full retirement age (FRA). You can obtain your latest statement by opening an account at ssa.gov/myaccount.