Uncategorized Archives - Momentum Wealth

The Complete 401(k) Rollover Guide for Career Transitions | Columbus, GA

August 28, 2025

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12 minute read

Changing careers is an exciting step forward, but it can also create financial uncertainty, especially when it comes to your retirement savings. We work with many individuals and families transitioning jobs in Columbus, GA, who understand that one of the most important decisions you’ll face in this time is what to do with your 401(k).

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Retirement Income Planning for Columbus GA’s Cost of Living

August 20, 2025

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11 minute read

When most people think about retirement, the first number they focus on is how much they have set aside. But there’s another number that matters just as much — how much it will cost you to live the life you want.

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Social Security: The Elephant in the Room

The Elephant in the Room: Social Security

September 24, 2020

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9 minute read

Despite the fact that Social Security is our greatest source of government-guaranteed, inflation-adjusted, lifetime income we get in retirement, it is totally misunderstood. And complex. And 96% of Americans fail to properly optimize it, leading them to leave thousands of dollars on the table in lost income every year. We wrote this guide to break down the top-of-mind questions and considerations that go into claiming Social Security, so you can avoid this downfall and plan for your best future possible.

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