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Everyone needs an estate plan. If you don’t have a will or trust, the state of residence will make decisions for you.
There are three places we can put our hard-earned money. The bank. It’s safe, guaranteed by the FDIC, but today not earning enough to keep up with inflation.
The majority of people in the US take Social Security at age 62. For most this is not the best decision. You need to factor in longevity.
When you turn 65, you are eligible for Medicare. Medicare has lots of gaps that can cost you a lot of money. It’s important to have a Medicare Supplement.
Planning for retirement can be tricky. None of us want to run out of money. It starts with a budget. You need to understand how much you are spending today.
Pensions are becoming a thing of the past. If you have one, you are extremely lucky. When I analyze a retirement plan, sometimes it’s helpful to create a pension check using some assets.
Unfortunately,70% of us will need a helping hand sometime in our lives. This type of care is not covered by insurance, with the exception of qualifying for Medicare coverage.
Annuity & Financial Services Expert, Expert in creating Guaranteed Lifetime Income, and Long Term Care Expert