Retirement

Know Us Better

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Articles

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits. ...more

Retirement

January 01, 20243 min read

Deciding When to Take Social Security

When Should You Take Social Security

The Social Security program allows you to start receiving benefits as soon as you reach age 62. ...more

Retirement

January 01, 20242 min read

When Should You Take Social Security

Healthcare Costs in Retirement

In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. ...more

Retirement

January 01, 20242 min read

Healthcare Costs in Retirement

9 Facts About Social Security

Social Security has been a fact of retirement life ever since it was established in 1935. ...more

Retirement

January 01, 20242 min read

9 Facts About Social Security

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. ...more

Retirement

January 01, 20243 min read

9 Facts About Retirement

FIRE Retirement

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. ...more

Retirement

January 01, 20244 min read

FIRE Retirement
Back to Home

Videos

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits. ...more

Retirement

January 01, 20243 min read

Deciding When to Take Social Security

When Should You Take Social Security

The Social Security program allows you to start receiving benefits as soon as you reach age 62. ...more

Retirement

January 01, 20242 min read

When Should You Take Social Security

Healthcare Costs in Retirement

In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. ...more

Retirement

January 01, 20242 min read

Healthcare Costs in Retirement

9 Facts About Social Security

Social Security has been a fact of retirement life ever since it was established in 1935. ...more

Retirement

January 01, 20242 min read

9 Facts About Social Security

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. ...more

Retirement

January 01, 20243 min read

9 Facts About Retirement

FIRE Retirement

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. ...more

Retirement

January 01, 20244 min read

FIRE Retirement
Back to Home

Have A Question About This Topic?

Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?

My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.

Check the background of your financial professional on FINRA's BrokerCheck .

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. https://go.jnorthfinancial.com/privacy

Copyright 2024 JNorth Financial

Form CRS Redwood ADV Part 3 https://reports.adviserinfo.sec.gov/crs/crs_312942.pdf

J North Financial, LLC and Joann North offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Joann North and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and JNorth Financial, LLC are independent of each other.

Click here for Full disclosures - https://go.jnorthfinancial.com/disclosure-1193