855-339-2842
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Category Archive for: ‘Building Retirement Knowledge’

Landscape2

The Changing Retirement Landscape

For many Americans, affording retirement will be a challenge.  Earlier generations of workers could rely on employer-sponsored pensions, generous Social Security cost of living adjustments, (COLAs) and supplemental health care plans to provide long-term financial support. Unfortunately, many current and future retirees have no such parachute, and here are some of the challenges they will face. Despite what many Americans think, Medicare is not free. There are premiums, coverage gaps,...
Knowledge

Introduction to Building Retirement Knowledge

Dear Advisor, As a seasoned financial professional, you are probably comfortable engaging clients in discussions about retirement investments and savings; however, when conversations turn to Medicare, Social Security and long-term care, you probably wish you had simple solutions to address these complex programs.  What’s worse, when clients ask specific questions about topics like Medigap policies, Social Security filing age, or Medicare means testing, you may feel unprepared to provide...
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