What’s included in this guide
1. Maximizing Social Security
See when to start taking benefits, find out how means-testing may affect you, and understand the financial challenges facing the future of Social Security.
2. Understanding the Prudent Withdrawal Rate
How much should you withdraw from your retirement portfolio? See why using “The 4% Rule” has been considered a best practice for decades and learn when to make adjustments.
3. Finding Your Purpose in Retirement
Retirement is about more than finances. From learning about time management to navigating family dynamics, get advice beyond your portfolio.
4. Decoding Medicare Benefits
Healthcare costs can add up for today’s retirees. Take a closer look at projected costs and understand why tax-efficiency could be a good strategy.
5. Calculating your “number”
We often think about retirement savings, but what you spend in retirement is just as critical. Discover the importance of calculating your “number” and sticking to an appropriate budget.