Watch Our Retirement Planning Masterclass Seminar Below!
We are excited to educate you on the importance of retirement planning and the six key areas that will help you create your dream retirement plan.
In addition to the educational video series below, we are offering FREE Retirement Strategy Calls to help you retire with peace of mind!
Introduction
Meritum Wealth Management is a full-service independent Registered Investment Advisor (RIA) firm that specializes in helping retirees plan for, and manage, their retirement.
With more than 30 years of combined industry experience, we have the knowledge and expertise to assist you in avoiding mistakes and optimizing your plan so that you can live your dream retirement!
As fiduciaries, we are obligated to always provide you with the best advice that is always in your best interest. You can have peace of mind knowing that we will never pressure you, sell you anything, or give you biased or skewed advice!
Social Security
In this video, we will be covering the Social Security system. By the end of this video, you will have learned:
Who is eligible for Social Security
How are Social Security benefits calculated
When is the best time to take Social Security
Spousal benefits for current or ex-spouses
Cost-of-Living Adjustments (COLAs)
Medicare
In this video, we will be covering the Medicare system. By the end of this video, you will have learned:
Who is eligible for Medicare vs. Medicaid
The different enrollment periods
The different parts of Medicare (Part A vs. Part B)
Prescription Drug Plans (Part D)
Medicare Advantage Plans (Part C)
Insurance options if you retire before age 65
Estate Planning
In this video, we will be covering estate planning. By the end of this video, you will have learned:
What documents are included in an estate plan
Why it is important to have an estate plan
Simple ways to avoid probate
Investment Planning
In this video, we will be covering investment planning and wealth management. By the end of this video, you will have learned:
The different types of financial professionals
Questions to ask your advisor (or any advisor)
How to minimize your investment fees
Why it is important to control risk and avoid losses
How to optimize your investment portoflio
Tax Planning
In this video, we will be covering tax planning. By the end of this video, you will have learned:
Why tax planning is so important
How to avoid costly tax mistakes in retirement
Tax-efficient withdrawal strategies
Roth conversion strategies to reduce lifetime taxes
Long-Term Care Planning
In this video, we will be covering long-term care planning. By the end of this video, you will have learned:
What long-term care is
The different types of long-term care
How much long-term care costs
Who pays for long-term care
Strategies to help pay for long-term care expenses
Schedule Your FREE Personalized Retirement Strategy Meeting Today!
If you have any questions regarding any of the areas covered above, or if you would like to review your current retirement plan, please use the link below to schedule your FREE Personalized Retirement Strategy Meeting today!
Most advisors will charge anywhere from $1,500-$2,500 for a financial or retirement plan. We are offering to review your current plan, or create a personalized retirement plan for you, for FREE!
Simply use the link below to schedule your Personalized Retirement Strateft Meeting today!
No Bait-and-Switch or Product Sales Pitch - Just 100% Honest, Non-Biased, Fiduciary Advice