Retirement life planning complements financial planning in that it goes beyond the numbers and focuses on creating a purposeful and fulfilling life on the other side of your working years. In this blog article, we’ll take you through a step-by-step process for defining your vision and lifestyle goals in retirement, so you can continue to thrive throughout your golden years.
Although retirees are moving at an increasing rate, choosing the right place to retire can be a complicated decision that requires careful due diligence and planning. In this article, we’ll explore a variety of factors to consider when deciding whether to relocate in retirement, so your new home remains aligned with your financial and lifestyle goals.
In this blog article, we’ll explore eight common mistakes people make when claiming Social Security benefits and how to avoid them, so you can maximize your income in retirement.
Social Security has long been a dependable source of retirement income for millions of Americans. Yet shifting demographics, economic challenges, and the aftershocks of the COVID-19 pandemic have raised concerns about the sustainability of the program. In this blog post, we’ll explore the factors contributing to a potential Social Security shortfall, as well as the financial planning strategies you can leverage to help secure your retirement.
For most Americans, healthcare is one of the largest expenses in retirement—especially for those who retire before age 65. Here are three early retirement health insurance options that can help you bridge the gap until you’re eligible for Medicare.
IRMAA is a sneaky surcharge that can increase your Medicare premiums if your income exceeds a certain threshold in retirement.
A Roth conversion can be a powerful tax planning strategy leading up to and in retirement, but it doesn’t make sense for everyone. Thus, it’s important to weigh the costs against the potential benefits before moving forward.
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