Market Memo
June 9, 2023
Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
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Smart Strategies to help you keep more of what is yours
At Perissos Private Wealth Management, we understand that maximizing your Social Security benefits is a crucial part of your retirement planning journey. Our process is designed to help you receive the highest possible income from Social Security while simultaneously enhancing your total wealth and retirement security. By taking a holistic approach to your financial planning, we strive to tailor your Social Security strategy to your unique needs and goals.
Deciding when to take Social Security benefits—whether between ages 62 and 70, spousal benefits, or opting for personal or spousal benefits first—requires careful consideration. In addition, you may be questioning how to supplement your income from IRAs or non-IRAs during this period and how these choices might impact the taxation of your benefits and other income streams.
These decisions are vital and can significantly influence your financial future. It is essential to consider a wide range of factors, including your investment plan, income strategy, longevity, and more. A narrow focus on any single aspect could lead to suboptimal outcomes, making it crucial to view these decisions as interconnected pieces of a broader puzzle.
Our strategy, part of your Customized Retirement Plan, integrates all these factors into a cohesive and strategic design. By partnering with Perissos Private Wealth Management, you can gain peace of mind knowing that we approach your Social Security planning with meticulous attention to detail.
Our team of professionals brings years of experience and expertise in Social Security planning, seamlessly integrating different strategies into your overall financial plan to optimize your retirement income streams, enhance your financial security, and maximize your overall wealth.
Stocks Diverge, Yields Rise, & Artificial Intelligence Theme Gains Traction
People often think that Trusts are for the wealthy. In reality their are many benefits to establishing a Revocable Living Trust. In this video, Brandon VanLandingham, CFA, CMT, CFP; discusses the importance of Estate Planning, the difference between a Will and a Trust, as well as the essential documents that make up a solid estate plan.
In this video, Brandon VanLandingham, CFA, CMT, CFP explains income guardrails and the potential for income increases during retirement.
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In this video, Brandon VanLandingham, CFA, CMT, CFP discusses the use of Qualified Charitable Distributions, in order to tithe/give to charity tax-free from an IRA.
In this video, Brandon VanLandingham, CFA, CMT, CFP, discusses why Rules of Thumb may be a good starting point but can, at times, lead people to a false sense of confidence.
In this video, Brandon VanLandingham, CFA, CMT, CFP discuss five changes brought on by the Secure Act that you should be aware of when planning for retirement or currently in Retirement.
Brandon VanLandingham, CFA, CMT, CFP discusses four phases of retirement. Dr. Riley Moynes gave a Ted Talk on the framework he discovered by interviewing retirees. He discovered that most retirees will go through four non-financial phases in retirement.
Call us at 405.212.9690 or click the ‘Let’s Talk’ button to send us a message.
Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma-registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.