Want to be sitting pretty during your retirement? Consider “the three-legged stool,” a metaphor for the three most common sources (or “legs”) of income that you’ll likely rely on in retirement: Social Security retirement benefits Employer pension benefits Individual...
Retirement is about YOU – your values, your priorities and your dreams for the future. Is there a “right” time to retire? There is – the time you determine works best for you. Thinking about retiring early? Consider the consequences associated with...
While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen expenditures during retirement. Some of...
While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing facility). Unfortunately, that’s not the...
One of the biggest decisions to make in retirement is ensuring you have the health care coverage you need, when you need it. Unfortunately, Medicare can be a complicated program to navigate; as you approach the time you can begin enrollment in the Medicare program, we...
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023. That spending package included the 358-page Setting Every Community Up for Retirement Enhancement Act, also known as SECURE 2.0, which builds on the first SECURE Act...
