NextGen Wealth

06/30/2026

Want the largest monthly Social Security check? Waiting until age 70 may be the right move.

Want the largest lifetime benefit? That's a different question altogether.
Read more 👉 https://bit.ly/4vrTyo4

06/21/2026

Thinking about buying an annuity?
✅ Understand the types (SPIA, DIA, MYGA, etc.)
✅ Know where to buy (and who gets paid)
✅ Talk to a fiduciary first
We cover all this and more.
Read more 👉 https://bit.ly/44lcEB3

06/18/2026

The Rule of 55 can be a powerful retirement bridge.
But it's not automatic. One wrong rollover could cost you access to penalty-free withdrawals.

Read the full article: Using the Rule of 55 to Retire Early
▸ https://bit.ly/42Fg687

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.

06/14/2026

Investment Help Isn’t Retirement Planning - Managing investments is only one part of retirement.
True planning also includes taxes, income strategy, healthcare, and estate coordination.

Read more 👉 https://bit.ly/3N1e8tW

06/14/2026

Bought your annuity with pre-tax money?
You might have just signed up for RMDs.

Read more 👉 https://bit.ly/418MJtW

06/10/2026

With the World Cup kicking off soon, the Lee's Summit Educational Foundation is getting in on the soccer fever too⚽

Here is your unique opportunity to win a one-of-a-kind soccer ball, signed by the cast while they were filming right here in Lee's Summit!

All raffle proceeds go toward supporting the LSR7 district, and they will even ship the ball if you live outside the area, so there’s absolutely no reason not to throw your name in!

🎟️ Get your tickets here → https://www.lsedfoundation.org/autographed-soccer-ball-raffle

05/27/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
Read more 👉 https://bit.ly/42Fg687

05/21/2026

🧾 How do annuities actually work?
You give an insurance company money… they promise to give you some back later.
But what’s the catch?
👉 Fees, surrender charges, and limited access to your cash.
👉 https://bit.ly/3YUgwpG

05/19/2026

Thinking of retiring earlier than age 60? This article explains how you might be eligible for the “Rule of 55” for early retirement.
https://bit.ly/42Fg687