Phone Number: 763-639-0868

Friday, September 21, 2018

Conneran Financial Blog

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November is a wonderful month. Now is a good time to review 2017 earnings and year-end tax plans as well as prepare to apply for college-aid early in 2018. Also, many of you will consider if group disability insurance is an employment benefit you should select. As you review your 2017 goals and realize you have not completed your estate plan, then begin that process now. This month’s “fish-wrap” has good articles that provide concise information on each of these...

With the recent news of the Equifax information breach; I decided to re-run an article from September’s issue. It is this month’s lead.

There are also good articles on managing debt while investing for retirement, info on Social Security statements and Medicare enrollment. Please review.

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Myth: If you earn money after you retire, you'll lose your Social Security benefit.

Fact: Money you earn after you retire will only affect your Social Security benefit if you're under full retirement age.

Once you reach full retirement age, you can earn as much as you want without affecting your Social...

Myth: Social Security will provide most of the income you need in retirement.

 

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

There's no doubt about it--Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, more than nine out of ten individuals age 65 and older receive Social Security benefits.

But it may be unwise to rely too heavily on Social Security, because to keep the system solvent, some changes will...

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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.