Financial Freedom Library

Social Security benefits are complicated. It is more important than ever for you and your family to understand the role Social Security can play in your overall retirement plan and how to maximize your benefits. CLICK on the LINK or BUTTON below to download an informational brochure on Social Security retirement benefits.

Understanding Your Social Security Benefits

Please see the Social Security Administration’s website at www.ssa.gov for more information, restrictions, and limitations about Social Security benefits. This material should be regarded as informational on Social Security and is not intended to provide specific advice. If you have questions regarding your situation, you should contact the Social Security Administration and/or your legal or tax advisors. This material is provided for educational purposes only and does not constitute investment advice. The information contained herein is based on current tax laws, which may change in the future. Hammond Iles Wealth Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice. 

The Spring/Summer 2023 Hammond Iles Newsletter includes an update on our Team and all the upcoming Hammond Iles events. You can also learn more about: 

• Our commitment to working with families across 3 generations,
• Start a college graduate off on the right foot with a Financial Planning Gift Card,
• Are your savings productive? and
• A printable Hammond Iles Team Directory

Every time you change jobs, you have some choices to make about your old 401(k).

Most people aren't sure to do after someone dies and the funeral takes place. This list can be indispensable during such a difficult time. 

This is the report we offer on our radio show, Your Money, Your Purpose to help you get on track for financial success and a secure retirement.

Stop the effects of the Investors' Dilemma and the lies that many professionals sell in order to see commissions slide from your pocket to theirs...

This free guide will help walk you through what an IRA charitable rollover is and the steps you need to take to complete one.

Organize your financial, health, and legal documents with the Family Inventory Workbook.

Potentially double the value of your retirement account (i.e. an IRA, 401(k), 403(b), etc.)

Insurance can be difficult to understand, but here are a few facts to make it easier.

Learn simple do's and don'ts you may not have thought of.

Important questions to ask your parents so you can prepare for the future.

The benefits of building life insurance into a retirement strategy.

Transfer assets to the next generation at a reduced gift tax value. pdf

If you own a business, death or disability can jeopardize a lifetime of hard work. See potential solutions for an orderly transfer of your company.

Most people aren’t aware of the true wealth they have and the opportunities it brings.

ow long should you keep your records? Learn suggested retention periods for common records. 

Are you currently giving in the most efficient and beneficial way?

Several tax reforms in the December 2017 Tax Cuts and Jobs Act impact individual tax filers. Three of the most critical are: 

It takes courage to live your life. Not just to get up every day and go through the motions, but to truly live your life.

Skillfully blending the three dimensions of your wealth--financial, personal, and social allows you to build a living legacy of your values, influence, and money.

Personal finance goals look a little different when you’re in your 20s and 30s.

Investing with Friends Can be Costly

5 Financial Rules Every Woman Should Know

The Best Advice About the Markets Right Now

Believe in the kind of life you want and go for it with all your heart.

When the market is at an all-time high, fears of a looming stock market crash begin to take over the media. But what’s most important is...

We’re committed to helping you achieve financial success, and in turn creating or revisiting your own American Dream...