Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
Is Your Attained-Age Medigap Plan Ruining Your Budget? A Case Study
November 25, 2025School of Social Security & Medicare
Attained-age Medigap plans often have a lower initial cost than other options, but premium increases can derail your budget.
Evaluating Your Cash Holdings as Interest Rates Decline
October 30, 2025School of Saving and Investing
Holding cash may have been prudent when interest rates were high, but your investment plan might need to change as rates decline.
Why You Should Review Your Medicare Policy Annually
October 17, 2025School of Social Features
Medicare coverage and costs can change each year, so retirees should review their plan with an experienced financial advisor.
Important Year-End Dates for Employer Plan Sponsors in 2025
October 3, 2025School of Employer Plans
Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.
How to Make Retirement Income Last a Lifetime
September 25, 2025School of Saving and Investing
A sustainable financial plan includes strategies to ensure that assets generate sufficient income to fund a decades-long retirement.
Combining 401k and IRA Accounts to Maximize Your Retirement Savings
September 18, 2025School of Saving and Investing
A unified retirement saving strategy that includes both 401(k) and IRA contributions can maximize accessibility and growth.
Retirement Planning: How To Prepare for Lifestyle Shifts
September 4, 2025School of Financial Wellness
A successful retirement transition requires more than money. You also need to navigate lifestyle shifts and emotional hurdles.
Key Financial Data 2025
July 17, 2025School of Financial Wellness
Download our 2025 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.
Key SECURE Act 2.0 Changes Employers Must Implement by 2026
July 3, 2025School of Employer Plans
Sponsors of employer retirement plans must implement these key changes in 2025 and 2026 to comply with the SECURE Act 2.0.