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
Tag Archives: Healthcare
Your Retirement Income Framework
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
Retirement Rules Gone Awry: Health Insurance and Long-term Care Costs Will be Exorbitant
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
Financial Decisions & the Aging Brain: What to Do Before You Lose Your Marbles
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