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Why You Must Plan for Out-of-Pocket Medical Expenses in Retirement
During the retirement planning process, many clients are surprised to learn that Medicare won’t cover all of their medical costs. Yes, we all pay for the program and expect to enroll at age 65, but [...]
Why You Should Update Your Beneficiaries Now
Sometimes, those planning for retirement focus so much on building their assets, that they forget to plan for those assets in the event that they pass away. But at any age, estate planning is a [...]
Will Social Security’s Full Retirement Age Be Raised?
As you may have gleaned from years of headlines on the topic, the Social Security program faces a number of problems in the future. One of those is the fact that by about 2035, the [...]
What is Retirement Shock and How Can You Avoid It?
If you feel exhausted by your daily commute or fed up with office politics, you’re probably counting down the day until retirement. Or you might truly enjoy your job, but wish you had more time [...]
Can You Answer These Retirement Questions?
Some people love working… And then there’s everyone else. If you’re feeling antsy to retire soon, stop and ask yourself these three questions to assess your knowledge and readiness. Retirement planning is composed of many [...]
You Still Have Time to Earn This Valuable Tax Deduction
Each year, we urge smart savers to contribute as much as possible to their retirement plans, so that they can earn a valuable deduction on their income tax returns. Essentially, your taxable income is lowered [...]