HTM Retirement Planner

HTM Retirement Planner

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05/31/2023

Retirement savings should be a top priority for everyone, as they are the foundation of a secure financial future. Taking advantage of high-interest rates is a great way to maximize your retirement savings. High-interest rates allow you to earn more money on your savings, thus amplifying the returns on your investments and helping you accumulate a larger nest egg.

Contact us today to discuss how to leverage the rising interest rates to fund your retirement, and to avoid the next market downturn.

05/22/2023

If you are eligible to receive Social Security benefits, you must decide whether to retire at age 62 or wait until age 67. At age 62, you can begin collecting Social Security benefits, but the amount you receive will be significantly lower than if you wait until age 67. On the other hand, waiting until age 67 may mean you have to work longer and may not have access to certain benefits, such as employer-sponsored health insurance.

Contact us today to explore your retirement options.

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Telephone

Address


2900 S. Harbor Boulevard, #225
Santa Ana, CA
92704

Opening Hours

Monday 8:30am - 8pm
Tuesday 8:30am - 8pm
Wednesday 8:30am - 8pm
Thursday 8:30am - 7pm
Friday 8am - 8pm
Saturday 11:45am - 5pm