According to a 2014 Merrill Lynch study, respondents cited health care expenses as their biggest financial concern in retirement. Yet only 15 percent estimated how much money they would need to cover those costs.
Posted by Olivia Zaiya, JD, CFP
November 3, 2015 at 10:00 AM
According to a 2014 Merrill Lynch study, respondents cited health care expenses as their biggest financial concern in retirement. Yet only 15 percent estimated how much money they would need to cover those costs.
Topics: Retirement Income Planning
Posted by Olivia Zaiya, JD, CFP
February 10, 2015 at 10:00 AM
As the baby-boomer generation reaches retirement, you are likely to find yourself on the receiving end of more and more of your clients' social security questions—and the scenarios can be extremely complicated. You and your clients may be leaving money on the table if you don't understand the fundamental rules regarding these retirement benefits.
Topics: Retirement Income Planning
This material is for educational purposes only and is not intended to provide specific advice.
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