Oct 28, 2019
The #1 concern in retirement is running out of money and the #1 reason for running out of money is unplanned catastrophic medical expenses. The average couple in retirement will spend $280,000 on healthcare and that doesn’t include long term care needs. Plus, 73% of retirees over age 65 will need some form of long...
Oct 14, 2019
The #1 concern in retirement is running out of money. Coming in at a close 2nd is the cost of healthcare. Did you know that 73% of people over the age of 65 will need long term care at some point? Plus, the average cost a couple pays for healthcare is 280K and this does NOT include the cost of long term care. So, how...
Sep 30, 2019
How confident are you about your financial future in retirement? A recent survey found that 64% of workers are confident, this number is up from 60% in 2016. Sometimes, being over confident can unfortunately lead you to make wrong decisions, which could cause you to lose an unspeakable amount of money. What’s your...
Sep 16, 2019
Social Security is the guaranteed income that we are all looking forward to, right? Over 63 million people (that’s more than 1 in every 6 residents) collected SS in June of 2019. The bad news is a third of us will have to pay taxes on our Social Security benefits. The good news - there’s are solutions to avoid...
Jul 29, 2019
Have you thought about putting together an estate plan to protect your family and your assets? Get this, Ameriprise Financial says 5% of Americans plan on leaving money to their pet(s)! Do your clients typically have specific ways they want to pass down an inheritance? Plus, why Kevin’s 6 pillar planning process...