Listen to learn about your health insurance options from the time you retire to before you can begin Medicare at age 65. Should you take COBRA? What types of plans are available for Affordable Care Act (ACA or Obamacare) plans, and how much do they cost? How do ACA tax credits work, and how valuable are they? Continue reading
Things in life and planning aren’t necessarily cut and dry. You may take several paths to reach your destination. But which one may be best? Listen to Kevin discuss a retirement situation where several strategic paths existing and how he and his team came to the preferred path in creating an integrated, tax-smart distribution plan. Continue reading
You worked hard. You saved and invested. Now you’re at the doorstep of retirement – at least you think you may have enough – and you wonder, “How the heck do I replace this paycheck I’ve been getting every two … Continue reading
Uncertainty around what your health care costs will be in retirement is a troubling concern for even the healthiest of savers. I have reviewed recent studies with widely varied estimates of needing $65,000 and $200,000 per person at retirement for … Continue reading
Cognitive impairment throughout retirement and into old age is not a misfortune that strikes some but leaves others unscathed. Increasing evidence shows cognitive decline is natural, inevitable, and not slowed by education or solving crossword puzzles. Like the rest … Continue reading
