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Dare To Retire U

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Sun City, AZ
Dare To Retire U

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Educating individuals on their journey into retirement. "Link in bio" ⬇️
linktr.ee/DareToRetireU

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/

11/02/2026

💼 Think your pension and Social Security will cover all your retirement needs?

While these income sources can provide a foundation for retirement, they may not keep pace with rising costs or unexpected expenses. Planning for the gap between your income and expenses can help you prepare for the future. 🔍

Understanding your retirement income and potential expenses can help you make informed decisions and build a strategy that aligns with your long-term goals.

👥 Know someone who is planning for retirement or already retired? Share this post with them!

10/29/2026

Social Security questions have a way of multiplying as retirement gets closer. 🤔

Should you claim as soon as you're eligible? What might waiting mean? And how does Social Security fit alongside the rest of your retirement income?

If you've found yourself wondering about any of those things, consider joining Instructor Austin Fetch for Maximizing Social Security at Glendale Community College - North Campus.

He'll be teaching the course twice this November, with an evening session on Tuesday, November 3rd, and Wednesday, November 4th, both from 6–9 PM.

Pick whichever session works for your schedule and come spend a few hours getting better acquainted with Social Security.

➡️ Register at https://loom.ly/3Z7Vgj8 or by calling 623-696-7176.

10/28/2026

There may be a future tax bill hiding inside that retirement account.

Pre-tax contributions can provide tax benefits while you're working, but withdrawals are generally taxable later. And eventually, required minimum distributions can influence when money starts coming out.

Instructor Chris Thomas breaks down why it's important to look beyond the account balance and consider the tax treatment of those dollars, too. 💸

10/28/2026

📈 The timing of your Social Security benefits can play an important role in your retirement income strategy.

While claiming early may provide income sooner, waiting longer could increase your monthly benefit. The right decision depends on factors like your financial needs, other sources of income, and your overall retirement goals.

Taking the time to understand your options can help you make a more informed decision for your future. 🗓️✨

10/27/2026

How might taxes change once you retire?

Our upcoming Taxes in Retirement course is an opportunity to learn more about the tax considerations that may come with different sources of retirement income.

Instructor Dayne Ventrone will be presenting at Estrella Mountain Community College:

🗓 November 3rd | 6–9 PM
🗓 November 10th | 6–9 PM

Visit https://loom.ly/8T1yEuQ or call 623-696-7176 to register and join us.

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!

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.

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.

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

https://daretoretireu.com/, https://linktr.ee/DareToRetireU

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