Investing Through Volatile Markets For Caregivers Just Like You!
As a caregiver, you have spent years caring for others. Let our team of experts help you through the next phase of life as you prepare to enter retirement.
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The Main Equations
Let's Talk About Pensions
The pension decision is the biggest decision affecting your retirement income because it structures your income for the rest of your life. Let us introduce the most important factors to consider.
With the baby boom generation entering retirement, there’s a lot of demand for good Social Security information. This downloadable document showcases information and best practices priceless to the newly or upcoming retiree.
At Capita, we understand the complex decisions that surround retirement planning. You deal with enough stress in your life, let us take on the stress that comes from retirement planning.
Estimate Your Monthly Social Security Benefits
Knowing your monthly social security benefit is an important part of planning for retirement. Click on the links below to be redirected to the Social Security website. Knowing these benefit amounts will allow us to help you plan and prepare for retirement.
Annual Social Security Statement
Click here to create an account with social security and download your annual statement.
Call or email our office to schedule a no cost consultation with one of our Social Security Experts.
Come prepared with details on your social security benefits, pension projections& investments.
Leave with the clarity and knowledge needed to retire with confidence.
FINANCIAL GUIDANCE PODCAST
THE FINANCIAL CALL
There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.
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Couple must have been married at least 9 months at date of death (except in case of accident).
Survivor must be at least 60 for reduced benefit (50 if disabled), or FRA for full benefit.
Survivor benefit not available if widow(er) remarries before age 60 (or 50 for disabled survivor), unless that marriage ends.
Divorced-spouse survivor benefit available if the marriage lasted at least 10 years.