Summit Wealth Management

Retirement planning isn’t always one shared timeline. When spouses have different ages, work plans, or Social Security dates, income may need to be planned in stages. See how a phased approach can help: https://bit.ly/4eUa2jq

Ask an Advisor: How Do You Calculate Retirement Income When Spouses' Ages Are Far Apart? I am eight years younger than my spouse. He retired at 61 and just took Social Security at 62. I left my full time job at the same time as his retirement, at 53, but I am still working in a part-time remote manner. When plugging in our figures into retirement calculators, they seem to […] The post...