Dana and Brad discuss strategies for deciding when to take Social Security
Takeaways:
- You can schedule a complimentary meeting with us today to input your Social Security into our Strategic Retirement Plan software to help build your retirement plan.
- You have one year after you start Social Security to change your mind if you discover that it doesn’t fit your retirement plan. If you choose this you will have to pay it back, typically with interest.
- Download our FREE helpful resource, “The Social Security Decisions”
- Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

The Best Of Refining Retirement Podcast - The Social Security System

Dana and Brad discuss the benefits of long-term care insurance as well as how the Secure Act may impact you.

Takeaways:
- Many adults have to rely on family for care instead of checking into an assisted living facility due to costs.
- Long-Term Care can help cover any unexpected illness or injury, not just old age.
- Download our FREE helpful resource, “Will Your Money Last As Long As You Do?”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

The Best Of Refining Retirement Podcast - Do You Need Long-Term Care?

Dana and Brad discuss current tips for Social Security as well as how debt may affect your relationships.
Takeaways:
- The Social Security Administration can no longer give you advice when it comes to deciding how you withdrawal your benefits.
- It is important to discuss your debt(s) with your significant other so you can correctly prepare a savings/retirement plan.
- Download our FREE helpful resource, “The Social Security Decisions”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

The Best Of Refining Retirement Podcast - Social Security & Debt

Dana and Brad discuss current tips for Social Security as well as how debt may affect your relationships.

Takeaways:
- The Social Security Administration can no longer give you advice when it comes to deciding how you withdrawal your benefits.
- It is important to discuss your debt(s) with your significant other so you can correctly prepare a savings/retirement plan.
- Download our FREE helpful resource, “The Social Security Decisions”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

The Best Of Refining Retirement Podcast - Disaster Prevention

Dana and Brad discuss the most searched investing and retirement terms on Google for last year as well as some of the investment vehicles that may be beneficial to you.
Takeaways:
- Statistically, women will outlive their spouses and will need to incorporate that into their retirement plan.
When interest rates decline, stocks that pay dividends often become more attractive because of better yields.
- Download our FREE helpful resource, “Your Retirement Income Planning Checklist”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

The Best Of Refining Retirement Podcast - Your Most Asked Questions

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Brad has a long history of helping clients in or nearing retirement create plans designed to accumulate, protect and preserve their wealth.
As the leader of his firm, Brad leverages his knowledge and experience to create personalized financial strategies that address the unique needs and challenges that could arise in retirement.

For more information go to vineyardfinancial.com

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

Radio Disclosures: “Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Vineyard Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Vineyard Financial. This Radio Show is a paid placement.”

Brad Ford

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