Are You Avoiding Detours on the Retirement Income Road?

To celebrate his 30th birthday, Kevin drove across the state to visit his grandmother. He wanted to take the fastest route but then he saw a road sign that read, “This way to the world’s largest ball of twine.” He veered off to investigate. Then he took another detour to check out a hubcap museum. He had to call...

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Financial Planning Assistance is Here!

Do you have confidence in your financial plan? Do you even have a plan? The latest Retirement Confidence Survey from the Employee Benefits Research Institute1 confirms that American workers today are not very confident about their retirement readiness. If you are nodding your head in agreement as you read these stats, we have some good news. New planning resources can boost your...

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Living longer, living fuller, living happier

How long do you expect to live? When Social Security started in the 1930s, the average life expectancy at birth was just 58 for men and 62 for women. Today, more and more people are living into their 80s and 90s with a chance to reinvent retirement. Technology—including social media—and the sharing economy are giving retirees unprecedented opportunities to create...

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Removing some of the mystery from Medicare

Q: What is Medicare and who is eligible for it? A: Medicare is a health insurance program run by the federal government. It provides benefits to American citizens and permanent legal residents aged 65 and older, or people who have a qualifying disability or illness. Q: How does Medicare work? A: Medicare pays a portion of the cost of health care but...

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