Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.
Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …
By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …
In this episode Grant talks about changes coming with social security and medicare in 2024, considerations for investing if we enter into a recession, and what to expect in your complimentary Retirement Blueprint review.
In this episode, Grant discusses 5 strategies you need to know if we enter a recession, what to consider this medicare open enrollment season, protecting yourself from market volatility near retirement, four do’s, four dont’s and one never.
In this episode ,Grant talks about tips to help your finances last, how to rebalance from within your IRA, 10 essentials for retirement, and transitioning from work to retirement life.
In this episode Grant discusses how much money you need to retire, covering rising healthcare costs in retirement, and 12 retirement mistakes that even well-informed people make.
