A Retirement Fact Sheet

A Retirement Fact Sheet

Some specifics about the “second act.”      Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some...
A Retirement Fact Sheet

Understanding Long-Term Care

The important question: Are you prepared?   Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.   The U.S. Department of Health and Human Services...
A Retirement Fact Sheet

A Bucket Plan to Go with Your Bucket List

A way to help you prepare.   The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement...