Tag: Retiree

Haven’t Saved for Retirement? It’s Never Too Late.
Have you saved enough for withdrawals in retirement to close the gap between guaranteed income and what you want to spend? If not, don’t despair.

Medicare Basics [On-Demand Webinar]
Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

Envisioning Your Ideal Future
While being financially ready for retirement is important, it’s not the only criterion for a successful next chapter.

Fighting Medicare Fraud: What You Should Know
Medicare fraud is big business for criminals and an ongoing fight for the U.S. government. Cases of Medicare fraud can include situations in which a provider bills Medicare for services or supplies you never received, or in which a provider attempts to charge Medicare multiple times for an item or service a patient received just once.

Funding Healthcare in Retirement [On-Demand Webinar]
Healthcare can be one of the biggest expenses a person faces in retirement. Trying to estimate and prepare for healthcare expenses can feel like an impossible and frustrating task. But there are several things you can do as you prepare for retirement.

SECURE Act 2.0 Set to Bring More Changes to Retirement Savings
What can we expect from the proposed changes to the SECURE Act? The final bill will likely offer a little something for everyone, including workers, employers, and retirees. Here are some of the key highlights contained in the House Bill.

Is Being a Millionaire a Big Deal Anymore?
A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.

Integrating Your Hobbies into Retirement
Maintaining or starting a hobby in retirement can add expenses to your budget. Before making a big purchase, ask yourself if the emotional ROI tops the financial one.

(Un)married Bliss: Pros and Cons of Marrying Later in Life
Marrying later in life —when you’re more established—requires different considerations. Finances can significantly influence a couple’s decision about which route to take.

Is ESG Investing Right for You?
ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

Recreating Your Paycheck in Retirement [On-Demand Webinar]
After years of focusing on saving as much as possible, in retirement you’ll need to switch gears and start recreating a paycheck with your savings.

Tips to Manage Inflation If You’re Newly Retired
With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.