News
Explore weekly updates that could help you feel more prepared for retirement.
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May29
Protect Yourself
Medicare provides foundational health coverage for retirees – but it comes with gaps, and there are no caps on out-of-pocket spending. That naturally leads seniors to search for answers to questions that arise. In doing ...
May22
When One Spouse Passes
When one spouse passes away, the surviving spouse’s social security benefit may change significantly, and many retirees are unaware that they generally do not continue receiving both monthly checks. In most cases, the surviving spouse ...
May15
Trust
Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our adult children. That conversation can often begin by explaining that not every decision you make ...
May08
Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household finances are often disrupted. It offers protection of principal while still allowing for some growth, ...
Apr30
The Last Thing
The last thing you need to worry about when you retire is losing your sense of purpose. Staying mentally and socially engaged matters more than most people expect. Health tends to outweigh wealth, so maintaining ...
Apr25
Staggered Retirement
Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect both you when it comes to your savings and spending needs. It’s important to think ...