Tag: Retirement Planning

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.

Penalty-Free Ways to Tap Retirement Savings
Even the best-laid financial plans can go awry when an emergency strikes, but the option of last resort should be your retirement fund.

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.

Rolling Over a 401(k)[On-Demand Webinar]
One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

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.

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.

5 Ways to Prepare for Retirement
Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.

Tax-Smart Retirement Strategies
If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.