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Your Summer Bucket List

Looking for some ideas to keep your family busy this summer? Look no further! We've put together a list of our favorite summer activities. From swimming and barbecuing to camping and fishing, summer is full of amazing things to do.

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How Will Working Affect Social Security Benefits?

In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1

And that possibility raises an interesting question: how will working affect Social Security benefits?

The answer to that question requires an understanding of three key concepts: full retirement age, the earnings test, and taxable benefits.

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Plan for Tomorrow, Today

At Logix Financial Services, we understand that your financial journey is unique, which is why we offer tailored strategies for every stage of life. Whether you’re building wealth in your 20s-50s, preserving assets as you approach retirement in your 50s-60s, or managing income post-retirement, our experienced advisors are here to guide you every step of the way. From personalized investment plans to risk management strategies and legacy preparation, we simplify the complex to help you aim to achieve financial freedom and independence. Let’s take a closer look at how we can help you pursue financial independence.

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