Blog
Welcome to the Slayton Lewis article archive. Here, you'll find articles that we've shared with our clients and on our social media pages.
Social Security Timing: How to Maximize Your Lifetime Benefits
In this post, I'll walk you through some of the key factors to consider when deciding when to file for your Social Security benefits.
Read MoreMind the Medicare Gap: Exploring your health coverage options before it’s time for Medicare
Understanding your health insurance options in retirement before you reach Medicare age.
Read MoreNavigating Early Withdrawal Options: How to access retirement dollars penalty-free before age 59.5
This article walks through strategies that can be used to withdraw money from retirement accounts before reaching age 59.5 without incurring the 10% early withdrawal penalty.
Read MoreDon’t Wait Until It’s Too Late: Strategize before retirement to optimize when you get there
Learn about the ages and strategies you should be aware of leading up to retirement.
Read MoreMaxing Out Your 401(k): A Gen Xer’s Guide on How to Get the Most Out of Your Retirement Savings
Hey my fellow Gen Xers! Feeling the pressure to get your retirement plans in order? You're not alone. As you find yourself in the thick of your career, it’s the perfect time to make sure your 401(k) is working as hard as you are. Let's...
Read MoreShow All
How to Boost Your Retirement Savings by Managing Your Old 401k Accounts
If you’re a Gen Xer like me, you probably remember the days when people stayed with the same employer for decades and retired with a pension. Those days are long gone, and so are the pensions. Today, you’re more likely to switch jobs...
Read MoreHow $1 of Extra Income Can Increase Medicare Premiums By $2,500
Before my wealth management days, I would joke with my tax clients how a $1 increase in income on a tax return can lead to a $12 increase in taxes. (This occurs when you are forced to use the tax tables.) Now that I have shifted gears...
Read More