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Solid Retirement was founded with a clear mission: 

"Retirement made simple to make financial freedom accessible to all." 

We believe that financial education should be a right, not a privilege. Our goal is to ensure that everyone—whether you’re just starting to save, actively planning for retirement, or navigating the complexities of managing wealth—has access to the tools, knowledge, and resources needed to make informed decisions.

At Solid Retirement, we understand that no two financial journeys are the same. That’s why we’re committed to offering clear, trustworthy, and actionable guidance tailored to your unique needs. Our platform is designed to simplify the complexities of retirement planning and empower you to take control of your financial future with confidence.

Join us as we help you pave the way to a solid and secure retirement—because everyone deserves peace of mind when it comes to their financial future.

Who Are We? 

We are a passionate collective of financial professionals united by a shared belief: true change and lasting financial security are built step by step, one person at a time. Our mission is to empower individuals with the education, tools, and confidence needed to take control of their financial future.

With over 100 years of combined experience across diverse areas of the financial field, we bring a wealth of knowledge and insight to every resource we provide. Our team is dedicated to simplifying the complexities of financial planning and making expert guidance accessible to everyone.

At Solid Retirement, we don’t just teach—we partner with you to help lay the foundation for a brighter, more secure future, one informed decision at a time.

Why Choose Us?

At Solid Retirement, we are more than just a resource—we’re your partner in building a secure and fulfilling financial future. Here’s what sets us apart:

Inclusivity

No matter where you come from or where you are in your financial journey, we are here for you. Our information is tailored to your unique goals and circumstances because everyone deserves personalized support.

Respect

We value your time, goals, and resources. Every interaction is built on a foundation of mutual respect, ensuring that you always feel heard, supported, and valued.                                                                                

Empowerment

Knowledge is power, and we’re dedicated to equipping you with the tools and insights to make informed, confident decisions. With us, clarity replaces confusion, and confidence takes the place of hesitation.                         

Let us walk this path with you, step by step. Together, we’ll build a future that reflects your aspirations and gives you the confidence to enjoy the life you’ve worked hard for

Maximize Your Social Security Benefits

Make Informed Decisions for a Secure Retirement

 

Featured Articles

Welcome to your go-to space for insightful, expert-driven content to help you make informed decisions about your retirement. Whether you’re just starting to plan or fine-tuning your strategy, these carefully curated articles offer valuable knowledge and actionable advice to guide you toward a secure and fulfilling retirement.

Dive into these must-read pieces, packed with essential tips and strategies. 

 

 

Step-by-Step Guide to Calculating Your Pension

Learn how to accurately calculate your pension benefits and plan for a comfortable retirement.

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Simplifying Estate Planning for Busy Single Parents

Having a trust sounds important, but if you're like many single parents, finding time to figure out what it actually is can be tough.

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How Are Social Security Retirement Benefits Calculated?

Demystify the complexities of Social Security and learn how to calculate your benefits for a more predictable future.

 

 

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Should You Wait to Collect Social Security?

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Explore the advantages and drawbacks of delaying your Social Security benefits, and find out how timing can impact your financial wellbeing in retirement.

 

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Pension Strength Concerns: Worry of California Educators' Retirement

Many rely heavily on the CalSTRS to fund their golden years. Yet, the looming funding gap—currently over $100 billion—raises questions about whether the system can continue to meet its long-term obligations.

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How to Give Financial Gifts to Loved Ones Leaving a Legacy

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Explore thoughtful strategies for giving financial gifts to your loved ones while leaving a lasting legacy. Learn how to maximize impact, minimize taxes, and ensure your generosity creates a meaningful future.

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Inherited IRA and Pension Benefits, Considerations for Beneficiaries

Understand the key considerations for beneficiaries of inherited IRAs and pension benefits. Learn about tax implications, distribution options, and strategies to maximize these valuable assets.

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Retirement Planning for Teachers: A Comprehensive Guide

Many teachers, after years of hard work, find themselves financially unprepared to retire when they want or to maintain the lifestyle they envisioned. This underscores the importance of proactive retirement planning.

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The True Power of Money: Gaining Control Over Your Time

Explore thoughtful strategies for giving financial gifts to your loved ones while leaving a lasting legacy. Learn how to maximize impact, minimize taxes, and ensure your generosity creates a meaningful future.

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Understanding the Difference Between a Trust and a Will

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It’s easy to push estate planning to the back burner, but creating a trust might be one of the most important things you do for yourself. Here’s why. 

 

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Why Do We Get So Emotional About Money?

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Why do discussions around money, finance, and economics provoke such strong reactions?

 

 

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How Emotional Decisions Keep Us Stressed About Retirement

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The truth is, money isn’t as logical as we think it should be. Many of us approach it from an emotional point of view, without realizing it.

 

 

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Why Women Leave Their Financial Advisors

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Nearly 80% of widows leave their financial advisors within a year of their spouse's death. A deeper look reveals that nearly one-third of women report that advisors fail to understand their unique needs, and almost half say that their advisors lack a personal connection with them.

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Estate Planning for Single Parents: How to Protect Your Assets

Probate is often viewed as a complicated and costly part of estate planning, associated with delays, disputes, and a lack of privacy. However, with some simple strategies, you can keep your investments and assets out of probate court, making the process smoother for your loved ones.

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Required Minimum Distributions Update for 2024

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Required minimum distributions (“RMDs”) are amounts that retirement plan and individual retirement account (“IRA”) account owners are required to withdraw each year. RMDs are taxable income and may be subject to penalties if not distributed in a timely manner. 

 

Top 5 Reasons to Review Your Life Insurance Annually

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Every year, we meet with people who have purchased their insurance years before and still need to update critical information. Not only could it postpone the disbursement to our loved ones in the event of an unforeseen tragedy, but it might also lead to the life insurance policy undergoing probate, further delaying the transfer of benefits to our beneficiaries.

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Get Educated About Your Finances: It Doesn’t Have to Be a Chore

Many people believe that understanding finances means subscribing to the New York Times or aspiring to be like Warren Buffet. However, the truth is that very few people have the opportunity and circumstances to reach such heights. ...success often comes from unique opportunities and circumstances.

 

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Your Partner in Building a Secure Retirement 

Welcome to a new path toward financial peace and retirement readiness. At Solid Retirement, we’re dedicated to providing you with the tools, insights, and guidance you need to make informed decisions about your future. Whether you're just starting to think about retirement or refining your existing plans, we're here to help you create a roadmap to a secure and fulfilling retirement.

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Retirement Expertise

Insightful Strategies

Step-By-Step Planning

Your Comprehensive Guide to a Confident Retirement.

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From foundational insights to tailored strategies, our retirement hub offers a wealth of resources to empower your planning. Discover expert-led webinars, interactive courses, personalized tools, and practical tips—all crafted to help you create a fulfilling and secure retirement. Start building your future with confidence and clarity.

Retirement Planning Essentials

Start your journey with the basics! Our Retirement Planning Essentials provides a foundation of knowledge to help you understand key concepts, set goals, and build a roadmap toward a secure future.

 

Features:

✔ Beginner-friendly resources
✔ Goal-setting guides
✔ Retirement savings calculators

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Retirement Tools & Resources

Access a suite of tools designed to simplify retirement planning. Our resources include retirement calculators, budgeting tools, and downloadable guides that make planning easier and more efficient.

Features:

âś” Retirement savings and budget calculators
âś” Checklists and planning templates
âś” Comprehensive guides on key topics

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Investment & Income Strategies

Explore tailored strategies for building and preserving wealth in retirement. Our experts cover topics like income streams, risk management, and tax-efficient strategies to help you create a sustainable income plan.

Features:

âś” Portfolio management insights
âś” Income generation strategies
âś” Tax-efficient investment options

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Health & Wellness in Retirement

A fulfilling retirement is about more than finances. Our Health & Wellness segment covers the lifestyle aspects of retirement, offering resources to support physical, mental, and emotional well-being.

Features:

âś” Lifestyle planning tools
âś” Wellness and health guides
âś” Social engagement ideas

 

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Live Webinars

Learn from experts through our webinars. Covering a variety of topics, from retirement planning basics to advanced investment strategies, these sessions provide valuable insights and guides.

Features:

✔ Expert-led sessions
âś” Online forum
âś” Topics tailored to different stages of retirement planning

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Podcasts: Retire Ready

Listen and learn on the go with our podcast series. Each episode brings you expert advice, personal stories, and actionable tips to help you navigate your retirement journey with confidence and clarity.

Features:

âś” Consistent episodes
âś” Interviews with retirement experts
âś” Real-life retirement stories and success tips

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Coming Soon!

Grow Your Confidence with Engaging Retirement Courses.

Take control of your retirement journey with our in-depth, interactive courses. We offer clear guidance on essential and advanced retirement planning topics, like crafting a resilient retirement portfolio, understanding market trends, and creating sustainable income strategies. Each course includes interactive exercises, summaries, and extra resources to support your learning and keep you on track.

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Downloadable Resources

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Real-Life Case Studies

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Ongoing Support and Q&A Forums

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