Are You Retiring Within the Next 5 Years?
What should you focus on as the transition approaches?
You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises Read More
The A, B, C, & D of Medicare
Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from.
Parts A & B: Original Medicare. There are two Read More
When You Retire Without Enough
Start your “second act” with inadequate assets, and your vision of the future may be revised.
How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 Read More
Social Security Claiming Strategies
What can married couples do to increase joint lifetime benefits?
What is your “magic number”? Roughly half of retirees claim Social Security benefits at age 62, as soon as they become eligible. Some people delay benefits Read More