Retirement

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Consolidate Old Retirement Accounts When It Makes Sense [Video]

June 8, 2022

Often when you switch jobs, you leave your old 401(k) savings with your old employers. We recommend you consolidate old retirement accounts.

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healthcare in retirement

High Cost of Healthcare in Retirement

April 21, 2022

High healthcare costs in retirement can make or break your retirement plan. But how can we assess the impact on your retirement plan when there are so many challenges to estimating these future costs? This week’s post looks at these challenges as well as how we help clients stress test their plan for medical cost risks.

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Don’t Get Surprised By Inflation! [Video]

March 1, 2022

Inflation is something we watch closely and have written about many other times.  The cost of something in the future will likely go up.

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Social Security Cost of Living

Big Social Security Cost of Living Increase Expected in 2021

July 28, 2021

Will the Social Security Cost of Living Adjustment keep up with inflation in 2021? Our estimate is that the cost of living adjustment in 2021 will be one of the highest in recent decades.

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Should I Count on Social Security in Retirement?

April 15, 2021

Should I count on Social Security in retirement? YES. This week, we look at how important Social Security is to your retirement plan, and answer the question “what happens if the Trust Fund runs out of money?”

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