T. Moore Financial

Don't be like the 33% of Americans who have no financial plan!

Survey: Americans say $800K needed to feel secure A new Charles Schwab survey finds many Americans believe they need over $800,000 to be financially comfortable, yet a third have no financial plan. CBS News ...

Did you know that you can calculate your anticipated social security benefits and compare the potential payouts based on when you decide to begin receiving them? The Social Security Administration offers a complimentary tool at https://buff.ly/nSbi6e9. This service uses your actual earnings history to provide an estimate.

If you're uncertain about having sufficient funds for retirement or the ideal time to start claiming your benefits, feel free to reach out to me. I'd be happy to have a conversation with you about it!

Last week I traveled to New York on a due diligence trip to one of our new investment partners. It was incredibly enlightening as we toured some of the office buildings they recently acquired and are renovating. Grateful for all of our real estate investment partners that offer our clients a wide range of investment opportunities in various sectors!