Retirement Planning Essentials: The Big Five Questions

Retirement Planning Essentials: The Big Five Questions

Retirement is a goal that the majority of Americans want to reach. Many people wait to ask the right retirement questions despite knowing the importance of taking steps to save as early as possible. Another potential roadblock on the path to retirement is that not everyone shares the same definition of what “retirement” actually means to them. No matter what your ideal […]

Late Start Planning for Retirement? Use a Financial Wellness Plan to Get on Track

Late Start Planning for Retirement? Use a Financial Wellness Plan to Get on Track

We hear a lot about the retirement crisis in America. With a decline in pension availability and concerns about the long-term viability of Social Security, the burden of saving for retirement rests squarely on the shoulders of individuals. According to EBRI, only 17 percent of American workers are very confident they will have enough for a comfortable retirement (see EBRI’s 2018 […]

Early Retirement: How to Lower Health Care Costs

Early Retirement: How to Lower Health Care Costs

If you plan to retire prior to age 65, one of your biggest challenges to deal with is determining how to pay for out-of-pocket health care costs before becoming eligible for Medicare. The cost of health insurance options is already high for most households and should be a major consideration for anyone planning on an early retirement. Ways of Obtaining Health Insurance […]