Drew Blackston, CRC®

At age 82, claiming early at 62 can actually leave you with more in your investment accounts—but waiting until 67 protects you if you live into your 90s.

What factor matters more in your decision: family longevity or having more money to spend in your 60s and 70s?

Want to learn more: https://youtu.be/gju4RDZXqss

10 hours ago | [YT] | 0

Drew Blackston, CRC®

When do you plan on claiming your Social Security benefits?

There is no one-size-fits-all answer, but claiming early can significantly alter your monthly income. Check out our deep dive to see the math before deciding:
👉 Watch: https://youtu.be/WVNTEc1itRA

1 week ago | [YT] | 8

Drew Blackston, CRC®

How about a little THROWBACK to 2021?!?

#retirement #financialfreedom

2 weeks ago | [YT] | 1

Drew Blackston, CRC®

Should You Take Social Security at 62?!? Should You Retire Now?!?

We answer these questions and more in our recent Your Financial EKG™ video!

3 weeks ago | [YT] | 2

Drew Blackston, CRC®

Can I Retire at 60 With $500,000? What If My Spouse Dies?

Can you retire at 60 with $500,000 saved? In this retirement scenario, we look at a couple with about $586,000 and walk through whether their income, Social Security, and savings may be enough to support retirement.

But the bigger question is what happens if one spouse dies. We look at how losing one Social Security benefit, changes in income, and ongoing expenses can affect the surviving spouse’s retirement plan.

4 weeks ago | [YT] | 3

Drew Blackston, CRC®

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved? It may be possible, but the answer depends on far more than your retirement investment balance. Social Security, monthly retirement expenses, debt, taxes and how much retirement income you actually need in retirement all matter.

1 month ago | [YT] | 1

Drew Blackston, CRC®

Can I Still Retire With Inflation This High?

1 month ago | [YT] | 2

Drew Blackston, CRC®

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan
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1 month ago | [YT] | 0

Drew Blackston, CRC®

What Rate of Return Will Make Your Retirement Money Last?

What rate of return do you really need to make your retirement money last? In this retirement video, we compare 4%, 5%, and 6% retirement investment returns to show how each assumption can affect retirement income, portfolio longevity, and the risk of running out of money in retirement.

1 month ago | [YT] | 0

Drew Blackston, CRC®

The final few years before retirement can be some of your most powerful saving years.

In 2026, the basic employee contribution limit for many 401(k), 403(b) and governmental 457 plans is $24,500.

Workers ages 60 through 63 may be eligible for a higher catch up contribution of $11,250.

That creates a potential total employee contribution of $35,750 for one year, assuming the plan permits it and the participant qualifies.

For a married couple who both qualify, that could mean as much as $71,500 of employee contributions before considering employer contributions.

Actionable takeaway: If you will be between 60 and 63 this year, check your payroll election and ask whether your plan supports the enhanced catch up.

Are you using your final working years as a retirement savings sprint?

Source: [IRS catch-up contribution limits](www.irs.gov/retirement-plans/plan-participant-empl…)

2 months ago | [YT] | 2