#1 Retirement Roadblock

Americans view healthcare costs as the leading obstacle to financial security in retirement, according to new data from Northwestern Mutual’s 2017 Planning & Progress Study. In fact, the number of Americans citing healthcare costs as their chief concern spiked dramatically from 45% in 2016 to 58% this year....

Here Today, Gone Tomorrow

According to the Social Security Administration, half of married couples count on Social Security for at least half of their income. The numbers are even higher for non-married recipients. A significant portion of non-married retirees are widows and widowers, many of whom see their household income fall sharply when their spouse died. Why?...

Income, Not Age

You can’t just stop working at 60, 65 or even 70 without a retirement income plan to pay your bills. Seems simple enough. Still, it surprises me how few people who seek our help with retirement planning have a budget prepared or a retirement income plan in place....