Four Star Financial Group

Do you use a safe-deposit box? Are you considering renting one? Test how much you really know about them here: https://www.aarp.org/money/personal-finance/safe-deposit-box-quiz/?src=psn
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Quiz: What Do You Know About Safe Deposit Boxes? When — and when not — to use them

Many retirees are unaware of how their benefits will change if their spouse passes away. Learn more here: https://4starfinancialgroup.com/spouse-passses-away/

When One Spouse Passes - Four Star Financial Group How will it affect your social security benefits if your spouse passes away before you? What can you do to prepare?

As you’re approaching , it’s a good idea to inform your adult children of what your overall strategy is. Learn more on our blog: https://4starfinancialgroup.com/trust/

Trust - Four Star Financial Group As you get closer to retiring, it may be a good idea to inform your adult children of what your overall strategy is.

–what retirees need to know: https://www.kiplinger.com/retirement/retirement-planning/hantavirus-what-retirees-need-to-know-before-boarding-a-cruise-ship-this-summer

Be safe out there!

Hantavirus: What Retirees Need to Know Before Boarding a Cruise Ship This Summer Are you taking a cruise this summer? Get the facts on the rare hantavirus outbreak and why experts say norovirus remains the bigger health threat for retirees.

An may be a good option to consider during a time of financial transition. Learn more here: https://4starfinancialgroup.com/financial-transition/

Dependable, and Not Just For Retirement - Four Star Financial Group Fixed indexed annuities may serve as an excellent option to help you through a time of financial transition.

What you need to know about the potential repeal of the Social Security Retirement Earnings Test:

https://www.cnbc.com/2026/04/27/social-security-benefits-reduced.html

Social Security benefits can be reduced for some retirees who work. How that may change A new bill in Congress calls for eliminating the retirement earnings test, which reduces Social Security for some workers who are younger than retirement age.

Once you’ve focused on the financial side of , there’s something else you should think about.
Learn more: https://4starfinancialgroup.com/last-thing/
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The Last Thing - Four Star Financial Group The last thing you need to worry about in retirement is the possibility of losing your sense of purpose. Reach out to us to learn more.

Staggered is more common than you might think. If you and your spouse have different retirement timelines, that’s something it’s important to keep in mind. Learn more: https://4starfinancialgroup.com/staggered-retirement/

Five financial mistakes that could negatively impact your kids: https://www.aarp.org/money/retirement/financial-retirement-estate-planning-mistakes-to-avoid/
These are good things to keep in mind as you prepare for your financial future.

Money Mistakes That Will Make Your Kids Hate You Don’t let estate planning blunders, money secrets or other slipups create a rift.