New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.
Tag: retirement planning
SECURE 2.0, retirement income and litigation risk lead the menu for 2025
Hear from the experts, including Francis’ President, Michael Francis, on the key retirement plan trends for 2025.
Avoid the Noise, Focus on the Future
Short term headlines can cause panic, but successful investing requires a long term perspective.
Medicare Premiums on the Rise
Discusses the Centers for Medicare and Medicaid Services’ decision to increase the standard monthly premium for Medicare Part B to $185 in 2025, a 5.9% rise from the previous year.
Pre-65 Retiree Health Insurance
Twice a week, I have a conversation about retiring before age 65 and what to do about health insurance. Under an employer’s group health insurance plan, the employee generally only pays about 20% of the monthly premium costs. However, when purchasing insurance on your own, you should expect to pay 100% of that cost. That… Continue reading Pre-65 Retiree Health Insurance
A Milwaukee Couple Wants to Retire By 60. A Financial Advisor Gives Them A Road Map.
WALL STREET JOURNAL. Learn how Kelli Send, Senior VP of Financial Wellness, thinks this couple could retire by 60 and gain practical steps towards reaching your retirement goals.
How Much Should I Plan for Medicare?
Sometimes retirement savers tend to think of 65 as the age that medical expenses drop off their annual expenses. Nothing could be further from the truth. While Medicare eligibility can dramatically reduce the costs for healthcare for a retiree, there remains a cost for Medicare that the retiree will have to pay. This message explained what that cost is and how you can estimate your own cost of Medicare.
Run a Retirement Projection Now!
We all know we should take our retirement planning seriously, but who has the time? Watch this money message to get a quick and easy tool for running a retirement projection with our MoneyGuide Monte Carlo Simulator. Then contact your financial planner to update your plan to make sure you are on the path to success.
Making the Medicare Decision Easy
Medicare can be confusing when you dive into all the parts and what they cover. But really, it only involves one major decision from which all the other decisions flow. Watch this money message to learn what that decision is, and to find a great online source for making the Medicare decision.
Is Social Security Really Going Broke?
Discusses the misconception regarding Social Security going broke and what changes lawmakers might make to increase its financial security
