Call Us Today! Local: (435) 655-0508 | Toll Free: (800) 562-0508
Home 2018-07-16T22:22:51+00:00

Mullennium Finance In The News

What’s Up With Bill

Featured in July 2018 Park City Leadership

Read More

Comfortable with Taxes in Retirement?

Featured in June 2018 Park Meadows Living

Read More

Ultimate Goal – Zero Tax Retirement

Featured in July 2018 Advisor’s Magazine

Read More

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

FREE eGuide: Retirement Mistakes

Click here to download this 16-page eGuide that talk about retirement mistakes to avoid, and what areas of Retirement you should take a closer look at.

Get the Guide Now

Social Security: Know Your Options

Knowing when and how to claim your Social Security retirement benefits can be confusing and sometimes overwhelming. Make sure you ask questions and more importantly, make sure you understand the answers. A few things to consider:

  • Strategies have changed!
  • Know your “Retirement Age”
  • Know the benefits of “when” to turn on your benefits
  • Ask questions
  • Work with a financial professional
72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.