Guides Library

Fill out the form below to access the guides.

Make the most of Social Security

Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:

  • How to optimize Social Security for your situation

  • Why timing is so important when it comes to your benefits

  • Ways to supplement your Social Security income

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Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts

  • Why tax laws are ever-changing

  • Options for tax deductions in retirement

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Other Resources

Gregory Ricks & Associates, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Gregory Ricks & Associates nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
Firm does not provide tax or legal advice and all individuals are encouraged to seek the guidance of qualified tax professionals regarding their situation. Data and calculations used to produce this report are provided by Stonewood Financial, the accuracy and completeness of which have not been verified by Gregory Ricks & Associates, or AEWM.
Neither Gregory Ricks & Associates nor AEWM are affiliated with Stonewood Financial.

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