Unforeseen healthcare costs are commonly overlooked in retirement planning. Here’s how you can anticipate these expenses. 


Managing Healthcare Costs in Retirement

With Social Security playing an increasingly important role in retirement planning, it’s important to fully understand what you need to do during your working years to qualify for Social Security benefits.


Requirements for Social Security Benefits

Household spending generally drops at retirement and then continues to decline throughout retirement. Here’s how people’s spending changes the most and how it can effect your saving plan. 

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How Your Spending Changes in Retirement

Social Security, has been providing Americans with guaranteed income throughout retirement for years. Here’s how the program works and when you can claim your Social Security benefits.

Financial Products for Longevity: Social Security

You know that Social Security plays a significant role in retirement, but what are the overlooked pros and cons of it? We’ve laid them out here. 


The Good and Bad of Social Security

For over eighty years, Social Security has provided Americans with a stream of guaranteed income that gives certainty in retirement. But few people actually understand how the program works. Here’s what you need to know.


Basics of Social Security

For most Americans, Social Security only accounts for a portion of their retirement income. Here’s how you can fill this gap to ensure you have enough income during your golden years. 


Allocation to Social Security for Just a Part of Retirement Income

Annuities without cash value, a.k.a. income annuities, offer you protection from running out of money by providing guaranteed retirement income. These are the 5 reasons why income annuities are the best option for your retirement plan. 

5 Reasons Why Annuities Without Cash Value Is Best

Unsure of the best way to save for retirement during your working years? There’s no right answer, but having a strategy and knowing of the available saving vehicles doesn’t hurt. 


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4 Smart Retirement Decisions During Your Working Years

While Social Security has evolved since its inception, projections of its available funding has created concerns of its future viability. There could be changes to Social Security going forward.  Here’s what you need to know. 

Changes to Social Security

Here’s what you need to know when applying for your Social Security benefits. 


Applying for Social Security

While you can claim your Social Security benefits at different times, there isn’t a single age that is right for everyone. It’s important to consider these facts when deciding which age is right for you. 


Claim Your Social Security Benefits Based on Your Circumstance

We aren’t fortune tellers, but with good data we can make predictions for the future. Here we answer the question “how long will I live?” by analyzing data.

How Long Will I Live?

Retirement is a time for you to live life to the fullest. We created a quick checklist of what you can do to stay ahead of your health and saving to-dos. 

The 5 Things to Add to Your Longevity Action Plan

With a longer retirement you can take the time to explore your interests and hobbies. Unsure of what that may look like? Here are four opportunities you’ll have during retirement

4 Big Opportunities with Longer Retirements

The want for economic security is no new trend. We’ve laid out the evolution of Social Security and how it’s developed into the program it is today. 

History of Social Security and its Evolution

Your combined income affects how much your Social Security benefits are taxed. Learn what tax bracket you fall into. 


Taxing Social Security Benefits

The average human lifespan is increasing, and with that retirement is too. It’s important to consider these three questions so you don’t outlive your savings during retirement. 

Announcing Our Series on Longevity

Knowing when you’re eligible to receive Social Security impacts your retirement planning. We’ve broken down the three key ages for when you can start. 

Social Security by Age of Participant

With retirement approaching, reviewing your goals will ensure that you are on track for retirement. Here’s a quick checklist of the what you should be doing to prepare during your 60s.

Staying on Track for Retirement in Your 60s

The most prevalent retirement options today present a great risk: you could outlive them. Here we present five retirement options you can't outlive.

Retirement Options To Not Outlive Your Retirement Savings

Higher life expectancies mean longer retirements. It’s important to consider these tools and strategies to ensure that you don’t outlive your retirement savings.

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Smart Planning for a Long Retirement

Social Security offers more than just guaranteed income. You may be eligible to receive disability, spousal, survivor, and medical benefits. 

Social Security Options and Their Requirements

Social Security is impacted by the Cost of Living Adjustment (COLA) which accounts for inflation changes. Because of concern of how adequate this adjustment is, there are possible alternatives for Social Security reflecting inflation increases. 


Social Security

RETIREMENT PLANNING

Managing Healthcare Costs in Retirement

RETIREMENT INCOME

Requirements for Social Security Benefits

RETIREMENT PLANNING

How Your Spending Changes in Retirement

RETIREMENT PLANNING

Financial Products for Longevity: Social Security

RETIREMENT INCOME

The Good and Bad of Social Security

RETIREMENT INCOME

Basics of Social Security

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