Pre-Retirement

Blog posts addressing financial topics of interest to people in their 20s through people just days before retiring, focusing on practical guidance for how to prepare for retirement.


What You Need to Know about Target Date Funds

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Target date retirement funds involve creating an asset mix that rebalances according to a selected time frame.

Retirement Earnings Test Is Not a Roadblock to Working in Retirement

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The Retirement Earnings Test (RET) can affect your cash flow and budget, but benefits are not lost forever.

Retirement Income Calculations: What Many Are Missing

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Don’t take shortcuts when calculating your retirement income

9 Retirement Decisions You’ll Want To Make With a Specialist

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These decisions need to be coordinated to have the most benefit.

Meet Your Retirement Goals First, Then Help the Kids

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Should you offer financial assistance to your children?

Bankrolling Your Adult Children May Ruin Your Retirement

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It’s important to control your spending.

Roth IRA Conversion: Does It Make Sense For You?

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Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.

How To Calculate a Budget for Your Retirement

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How much is enough when planning their retirement?

Seven Sensible Things You Should Do Before Retirement

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Are you ready for retirement?

High Earners: Maximize Your 401(k) Match Using This Simple Tool

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Don’t leave money on the table.

Social Security Benefit: Its Actual Amount Might Surprise You

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The present value of these future benefits should also be considered no matter what amount you receive.

You’ve worked hard to save for retirement. How can you turn your wealth into an income that’s designed to last your lifetime?

Now that retirement is a reality, or will be soon, you probably have questions. Here on our website, you can find generalized advice, but don’t you deserve advice tailored just to you?

Since 2002 Mark Eisenberger has been helping people just like you get answers. Simply call him at 717-560-3800 or 1-888-876-3437. He’ll answer your questions and, if you wish, can arrange for up to two hours of initial consultation with no cost or obligation and no sales pitch.

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437