Firm leadership
Sierra Warren
Chief Operating Officer at Tax Free Wealth Plan. 11 articles.
Firm leadership
Sierra Warren
Chief Operating Officer
Sierra Warren is Chief Operating Officer of Tax Free Wealth Plan. She runs the firm day to day and stays with clients after their introduction, and writes about Social Security and the practical steps of getting ready to retire.
Every article by Sierra is reviewed by James Forren Warren, Licensed Retirement Income Strategist · License #20551202.
Retirement planning
Retirement planningAverage Social Security Benefit by AgeWhat retirees typically collect from 62 to 70, and the income gap that remains.Retirement planningFull Retirement Age ChartFind your FRA, then see exactly what claiming early or late does to the check.Retirement planningHow much money do I need to retireFour numbers that turn a guess into an actual retirement target.Retirement planningHow to retire at 62A six step plan for bridging health insurance and Social Security when you stop working at 62.Retirement planningRetirement planning checklistSix concrete steps to check off before you retire.Retirement planningRetiring at 60 with $500KIt depends on your spending rate, not the balance alone. Here is how to check your own math.Retirement planningSocial Security at 62 vs 67 vs 70Claiming early locks in less for life. Waiting can pay well over $100,000 more.Retirement planningSocial Security Benefits for Divorced SpousesA 10-year marriage can be worth thousands a year in Social Security, even after divorce.Retirement planningSocial Security break-even ageThe age where waiting to claim finally overtakes claiming early.Retirement planningSocial Security OptimizationYour claiming age is worth as much as any investment decision you will make in retirement.Retirement planningSocial Security spousal benefitsUp to 50% of your spouse's benefit, with rules for exes and survivors.
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