Dare To Retire U

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Dare To Retire U Educating individuals on their journey into retirement. "Link in bio" ⬇️
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𝗥𝗲𝘀𝗲𝗿𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁(𝘀) 𝗮𝘁 𝗼𝗻𝗲 𝗼𝗳 𝗼𝘂𝗿 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗰𝗼𝘂𝗿𝘀𝗲𝘀👇🏻
https://daretoretireu.com/

See our "𝗟𝗶𝗻𝗸 𝗶𝗻 𝗕𝗶𝗼" ➡️ https://linktr.ee/DareToRetireU

We believe that what you don’t know about retirement can cost you in the long run. That is why 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 is our primary focus.

𝑶𝒖𝒓 𝒎𝒊𝒔𝒔𝒊𝒐𝒏 is to educate people and equip them with the knowledge and understanding they need to make sound choices about their own financial future. Current class offerings:

➡️ 𝗠𝗔𝗫𝗜𝗠𝗜𝗭𝗜𝗡𝗚 𝗦𝗢𝗖𝗜𝗔𝗟 𝗦𝗘𝗖𝗨𝗥𝗜𝗧𝗬
➡️ 𝗧𝗥𝗨𝗦𝗧𝗦, 𝗪𝗜𝗟𝗟𝗦, & 𝗧𝗔𝗫𝗘𝗦
➡️ 𝗧𝗔𝗫𝗘𝗦 𝗜𝗡 𝗥𝗘𝗧𝗜𝗥𝗘𝗠𝗘𝗡𝗧
➡️ 𝗠𝗘𝗗𝗜𝗖𝗔𝗥𝗘 𝟭𝟬𝟭

Check out our upcoming available dates to enroll👇🏻
https://daretoretireu.com/

💼 Think everyone who inherits money has to pay inheritance tax?Inheritance tax rules vary by state, and inheriting money...
10/26/2026

💼 Think everyone who inherits money has to pay inheritance tax?

Inheritance tax rules vary by state, and inheriting money doesn't automatically mean you'll owe taxes. Federal estate taxes and state inheritance taxes are different, and whether taxes apply depends on the circumstances of the estate. 🔍

Understanding the difference can help you make informed decisions and prepare your estate plan with your loved ones in mind.

👥 Know someone who is planning their estate or preparing for the future? Share this post with them!

💭 What would you do with a Tuesday that belonged entirely to you?That's one of the exciting parts of thinking about reti...
10/23/2026

💭 What would you do with a Tuesday that belonged entirely to you?

That's one of the exciting parts of thinking about retirement. The routine you've known for years can give way to something you get to shape for yourself.

If retirement is on your horizon, we'd love to hear what you're envisioning. 🌄

Use the link in the comments to get in touch or register for an upcoming course.

10/21/2026

There are two people in this Social Security decision.

👫 For couples, claiming strategies can have implications long after the first benefit check arrives.

Wealth Advisor Chris Thomas discusses why the higher earner may consider delaying Social Security and how that decision can factor into the benefit available to a surviving spouse later.

It's one more reason to view Social Security as part of your household retirement picture, rather than two completely separate claiming decisions.

➡️ Questions? Find us at https://loom.ly/DgSWp5w or give our team a call at 623-696-7176.

📈 Inflation can have a bigger impact on retirement than you might expect.As the cost of everyday expenses increases, you...
10/21/2026

📈 Inflation can have a bigger impact on retirement than you might expect.

As the cost of everyday expenses increases, your retirement income may need to stretch further to maintain the lifestyle you want. 💰 Reviewing your retirement strategy regularly can help you account for rising costs and keep your financial goals on track.

Planning for tomorrow means thinking beyond today’s numbers. 🌟

10/20/2026

Retired? Don't automatically assume the IRA should be the last account you touch...
Once employment income ends, your tax picture may look very different.🔍

That change is what Chris Thomas, Wealth Advisor, wants retirees to pay attention to. Depending on your circumstances, the early years of retirement may present opportunities to address some of your pre-tax retirement savings before other income sources or required distributions enter the picture.

Which account you spend from first deserves some thought.

🙋Want help looking at retirement through a tax-planning lens? Visit https://loom.ly/DgSWp5w or call 623-696-7176.

10/19/2026

Still working when you start Social Security?

Your paycheck may affect what you receive before full retirement age. 👀

Instructor Chris Thomas breaks down the retirement earnings test and why earned income deserves a place in the claiming conversation.

The rules aren't the same throughout your 60s, either. They change in the year you reach full retirement age and stop applying once you reach it.

👉 One more reason Social Security timing deserves more than a quick glance at your eligibility date.

💼 Think you’ll automatically pay less in taxes once you retire? Your tax situation in retirement depends on factors like...
10/19/2026

💼 Think you’ll automatically pay less in taxes once you retire?

Your tax situation in retirement depends on factors like your income sources, withdrawals, and overall financial circumstances. Social Security, retirement accounts, pensions, and other sources of income can all play a role in how you’re taxed. 💵

Understanding how your retirement income may be taxed can help you plan ahead and avoid unexpected surprises.

👥 Know someone who is preparing for retirement? Share this post with them!

10/15/2026

This is one of those retirement details that's easier to learn about before you need it.

In this video, Instructor Chris Thomas calls attention to the five-year rules associated with Roth IRAs and why they deserve consideration ahead of a future rollover.

📝 A little homework today can give you better questions to ask when retirement gets closer.

10/14/2026

How much choice do you actually have inside your 401(k)?

Instructor Chris Thomas points out that employer-sponsored plans typically provide an established investment menu. An IRA may offer access to investments that aren't available within that particular workplace plan.

That difference is worth understanding, especially as you begin considering what to do with your accounts around retirement. 🤔

Social Security decisions can have a lasting impact on your overall retirement plan.For married couples, coordinating wh...
10/14/2026

Social Security decisions can have a lasting impact on your overall retirement plan.

For married couples, coordinating when and how each spouse claims benefits may help maximize the income available to the household and provide greater financial flexibility throughout retirement. 📈

Taking a closer look at your options before claiming can help you make a strategy that fits your unique goals and circumstances. 🗓️✨

Address

10699 W Bell Road
Sun City, AZ
85351

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16236967176

Website

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