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  • Retirement Income Strategies
    You may qualify for this program
  • Help Maximize Social Security Benefits
    You deserve every penny possible
  • Make Difficult Decisions Easier
    Financial professional here to guide you
  • Leave Behind an Inheritance
    Plan ahead for financial gifts to the next generation
  • Enjoy Your Dreams
    Financial independence so you can travel the world, etc.

SOCIAL SECURITY OPTIMIZATION REPORT

It’s the moment we’ve all been working and planning for since the day we opened up our first savings accounts: retirement! Retirement is like a permanent vacation. How will you choose to spend yours? Will you travel the world or buy your dream home? How much money can you spend each year to feel financially stable and independent? New Millennium Group is here to help you navigate through these retirement planning questions.

Today, pensions and guaranteed sources of income from employers aren’t as common as they used to be, so preparing for income strategies in retirement may seem more challenging.  It doesn’t have to be. We help guide our clients to a retirement strategy that takes their needs and goals into account by identifying revenue streams and providing options for new ones.

In the creation of your plan, we’ll help you consider the realities of today’s retirement as they relate to your retirement needs:

  • Modern medicine allows us to live longer, meaning we’ll likely need our nest egg to last longer too.
  • Even slight inflation could potentially diminish our portfolio’s purchasing power, so it’s prudent to take it into account.
  • Our spending needs in retirement may not decrease.  In fact, they may stay the same or even increase. A realistic budget may help ensure the longevity of your portfolio.

Then we can discuss your income level in retirement:

  • What other sources of income do you have, like a pension or Social Security?
  • How soon after retirement will you need to start receiving income?
  • Do you want to leave something for your family when you’re gone?
  • Are you expecting an inheritance at some point in the future?
  • Are you done working, or are you only partially retiring?
  • How much income will you need on an annual basis?
  • Do you have savings tucked away anywhere else?

Retirement is arguably the most important set of financial decisions you make in life. Why not have financial professionals by your side throughout the years? Take Social Security for example. FICA has taken money out of your paycheck your entire working life and you deserve the maximum benefit. There are actually strategies you can take advantage of to help increase your benefits substantially. We’ll guide you through them so you can be confident you are collecting the legal maximum.

New Millennium Group, LLC BBB Business Review

Telephone:

Salt Lake City: (801) 446 9950
St. George: (435) 574 5610

Email: service@nmutah.com

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Our Location
Sandy Office:

10050 South State Street Sandy, UT 84070


Satellite Location
St George Office:

20 N Main Street Suite 304 St George UT 84770

Disclosure: New Millennium Group is a registered investment advisor located in Utah. New Millennium Group and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which New Millennium Group maintains clients. New Millennium Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. New Millennium Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of New Millennium Group’s web site on the Internet should not be construed by any consumer and/or prospective client as New Millennium Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of New Millennium Group, please contact the SEC, FINRA or the state securities regulators for those states in which New Millennium Group maintains a filing. A copy of New Millennium Group’s current written disclosure statement discussing New Millennium Group’s business operations, service, and fees is available from New Millennium Group upon written request. New Millennium Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to New Millennium Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Certain portions of New Millennium Group’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, New Millennium Group’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. New Millennium Group is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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