Money Matters USA Financial Advisors
Key Retirement Ages & Decisions
Key Retirement Ages and Decisions
This visual shows the time frame in which you have freedom of action so that the hand of government has not yet reached into your wallet. Proper planning is still possible. After age 62 planning is possible but more complicated. So, the earlier you start the more choices you have.
Why? Put simply results are based on an interest rate return. The more time the less risk the less time the more choices need to be made. We work to help you maximize your opportunities.
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How can we help you with your retirement
Our purpose is to help people determine a baseline for their longevity and to review their retirement planning.
We charge a flat fee paid quarterly. Our initial fee is paid in two installments. We don't require assets to be managed by us.
MoneyMattersUSA, Advisory LLC and Foundation Insurance Services, LLC are independent companies with common ownership. Advisory services are offered through MoneyMattersUSA, Advisory LLC and Insurance services are offered through Foundation Insurance Services, LLC; Frederick Saide Financial Advisor. Frederick Saide is not connected with or endorsed by the United States Government, the federal Medicare program, Medicaid program, or the Social Security Administration.