Retirement Readiness

Retirement Readiness

Helping workers confidently enter retirement through careful planning

10/30/2024

“The only true wisdom is in knowing you know nothing.” -Socrates

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/28/2024

Did You Know? Life insurance can be extremely useful when planning retirement?

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/25/2024

”You must be the change you wish to see in the world." - Mahatma Gandhi
Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

Social Security Survivor Benefits for Widows: What You Need to Know 10/22/2024

Widows and widowers may be entitled to their deceased spouse's Social Security benefit, which may be higher than their own benefit. https://wix.to/cBLJKST

Social Security Survivor Benefits for Widows: What You Need to Know Social Security provides critical financial support to widows through survivor benefits, helping ease the burden of losing a spouse. These benefits are available to widows and widowers, ensuring they can continue receiving a portion of their spouse’s Social Security earnings.Widows can start claim...

10/21/2024

“It is during our darkest moments that we must focus to see the light.” - Aristotle Onassis

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/19/2024

“Hope is being able to see that there is light despite all of the darkness.” - Desmond Tutu

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/15/2024

Debt Management: Consider debt consolidation to simplify payments and track progress easily.

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/11/2024

”The question isn't who's going to let me; it's who's going to stop me." - Ayn Rand

Jordan Roberts | Financial Advisor
widowsfinancialharbor.com
Visit www.widowsfinancialharbor.com to schedule a consultation today!

10/09/2024

”Hope is not the same as optimism. Optimism is the expectation of success, while hope is the guarantee of it. It is the thing in me which says that the fact that my heart is broken doesn't mean it won't heal." - St. Ignatius of Loyola

09/30/2024

"The only limit to our realization of tomorrow will be our doubts of today."
- Franklin D. Roosevelt
Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/27/2024

Debt Management: Learn about different debt repayment strategies like the snowball or avalanche method.

Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/25/2024

Jordan Roberts: When should I apply for my Social Security benefit?

Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/23/2024

”Life is either a daring adventure or nothing at all."
- Helen Keller

Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/20/2024

”You don't have to be confident. Just show up and do the work. Confidence will follow." - Ira Glass

Visit www.widowsfinancialharbor.com to schedule a consultation today!

Photos from Retirement Readiness's post 09/20/2024

Thanks to my friend Jake Reinstein and Sully's Steamers Simpsonville for opening an hour early this morning for F3 Tower of Terror's post-workout Bible study. Good coffee and a breakfast sandwich were just what we needed. If you haven't been to Sully's yet, you need to check it out! 🏃‍♂️

09/17/2024

"Our greatest glory is not in never falling, but in rising every time we fall."
- Nelson Mandela

Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/13/2024

”The only person you are destined to become is the person you decide to be."
- Ralph Waldo Emerson
Visit www.widowsfinancialharbor.com to schedule a consultation today!

09/11/2024

Pro Tips: Track your financial progress regularly to stay motivated and adjust your budget if needed.
Visit www.widowsfinancialharbor.com to schedule a consultation today!

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Videos (show all)

Jordan Roberts: When should I apply for my Social Security benefit?Visit www.widowsfinancialharbor.com to schedule a con...
Visit www.widowsfinancialharbor.com to schedule a consultation today!#GreenvilleFinancialPlanner#GreenvilleFinance#SCFin...
Jordan Roberts - Financial Planner - How to manage your finances and investments after the loss of a loved one.
Jordan Roberts - Financial Planner
Have we saved enough to retire?Can we afford this vacation?How do we protect the money we worked so hard to save?We help...
Do you know how much of your retirement income will come from Social Security and how much will come from your own inves...
There are lots of risks on the journey to retirement. Do you have a plan for navigating them? #retirement #parallelfinan...
Many people don't know how much they need to save to maintain their lifestyle in retirement. We can help with that. #ret...
Portfolio not performing as described? I would love to talk to you about our investment philosophy. #retirementready #me...
Most people want to retire with $1 million, but the average retirement account balance for American households headed by...
Realtor Josh Hoover-Dempsey joins me to discuss the potential for retirees to downsize in Greenville, South Carolina. #g...
#retirementready #inflation

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Main Street, SC
29601