January 2025: Retirement Readiness

Erik Holt

January 01, 2025

This month’s Retirement Readiness newsletter features helpful information about how to plan for an active retirement, six surprises pre-retirees should be aware of heading into retirement, expected changes to Social Security in 2025, and tips for navigating retiring earlier than expected. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.