Eigen Financial Solutions

Timing your Social Security benefits can have a big impact on your long-term retirement income. The age you choose to file affects your monthly benefit, how well it supports your lifestyle, and how it fits into your broader retirement strategy.

At Eigen Financial Solutions, we help you compare your options with clear projections and flexible what-if scenarios. Our team walks through full retirement age considerations, lifetime benefit differences, spousal strategies, and how Social Security works alongside your savings, Medicare planning, and other financial decisions.

If you're unsure when to file, we’re here to help you feel confident in your next steps.

Feeling a little extra lucky this St. Patrick’s Day! 🍀

We’re grateful for the wonderful clients who trust us to help guide their retirement planning, financial strategies, and future goals. Your confidence in us makes our work truly meaningful.

Here’s to good fortune, steady progress, and plenty of reasons to celebrate in the year ahead — from all of us at Eigen Financial Solutions in Mount Laurel! 🌈

The holiday season is a perfect time to give yourself the gift of confidence in your financial future. Our team in Mount Laurel is here to help you build a strategy that supports your goals today and well into retirement.

If you're ready to take the next step, reach out to schedule an initial wealth management consultation tailored to your needs. Visit www.eigenfinancial.com or give us a call at (856) 672-1444 to get started.

In observance of Presidents’ Day, our Mount Laurel office will be closed on February 16. Our team will return on February 17 and will be happy to assist you then.

If you need anything in the meantime, feel free to give us a call at (856) 672-1444. We hope you enjoy a wonderful Presidents’ Day!

February is all about appreciation, and we want to take a moment to say thank you. ❤️

Whether you're a client, professional partner, or part of our Mount Laurel and South Jersey community, you're a big part of why we love what we do. Your trust means everything to us.

If you ever need guidance on retirement planning, financial strategies, or anything related to your financial future, we're just a call away. We’re here to support you today and all year long.

Most people planning for their retirement count on their Social Security benefits to make up part or most of their income – but did you know that those benefits can be subject to federal taxes? To figure out how much you might pay, follow this equation to determine your combined income:

(monthly Social Security benefits x 6) + anticipated annual income = combined income

The anticipated annual income will come from your pensions, ordinary dividends, interest, capital gains distributions, and wages. Now you can check to see how much of your benefits might be subject to federal income tax.

Filing individually:

💰 If your combined income is between $25,000 and $32,000, you may owe federal income tax on up to 50% of your benefits.

💰 If your combined income is more than $32,000, you may owe federal income tax on up to 85% of your benefits.

Filing jointly:

💰 If your combined income together is between $32,000 and $44,000, you may owe federal income tax on up to 50% of your benefits.

💰 If your combined income together is more than $44,000, you may owe federal income tax on up to 85% of your benefits.

I know this is complicated – that’s why I’m here to help! Share this information to help others, and leave your questions in the comments below.

A new year is the perfect opportunity to revisit your financial goals and make sure you're on track for the future. As 2026 approaches, here are a few smart steps to consider—whether you're thinking about retirement planning, adjusting your investment strategy, or reviewing your financial priorities.

If you'd like personalized guidance, our team at Eigen Financial Solutions is here to help. Give us a call at (856) 672-1444 to schedule your New Year portfolio review. Let's make 2026 a strong financial year together.

Happy New Year from all of us at Eigen Financial Solutions! 🎉

As we welcome 2026, our team in Mount Laurel is reflecting on the past year and looking ahead to helping you reach your financial goals. Thank you for the trust you place in us—it’s truly an honor to support you through every stage of your financial journey.

A quick note: Our office will be closed on January 1 and 2, and we’ll be back on January 5 ready to hit the ground running.

Here’s to fresh starts, new opportunities, and a year filled with possibility. If you're setting new retirement or financial goals for 2026, we’re here to help. Visit us anytime at https://www.eigenfinancial.com/

Meet the heart behind Eigen Financial Solutions. For over 20 years, Sherri has helped pre-retirees and retirees protect what they’ve worked for and step into retirement with clarity and confidence.

If you’re looking for guidance that’s honest, personal, and rooted in real experience, you’re in the right place. 💙

Welcome! I’m Sherri Eigen, and for over two decades I’ve helped people navigate retirement with confidence, clarity, and personalized strategies.

🌐 Explore our services and connect with me at www.EigenFinancial.com

Are you saving enough now to generate the income needed for the lifestyle you want in retirement?

We work with you today to make sure you are contributing enough to comfortably meet your retirement needs.

Then, when the time comes, we will help you select and execute the best financial strategy for your goals!

Learn more at www.eigenfinancial.com