Topic: Retirement Planning
The pages and articles you find here pertain to planning a successful retirement.
How the Secure Act 2.0 Impacts Plan Sponsors
September 28, 2023School of Employer Plans
The Secure Act 2.0 included key changes for both defined benefit and defined contribution employer sponsored retirement plans.
Do You Qualify for Social Security Spousal Benefits?
September 7, 2023School of Social Security & Medicare
If you’ve ever been married, you could be eligible for Social Security spousal benefits. Learn whether you qualify for these benefits and how much income you could receive.
What are Required Minimum Distributions (RMD’s)?
July 21, 2023School of Saving and Investing
Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.
Retirement Accounts: A Comprehensive Guide
July 13, 2023School of Saving and Investing
There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.
Medigap vs Medicare Advantage Plans
June 29, 2023School of Social Security & Medicare
Medigap and Medicare Advantage plans help to cover the healthcare costs that Medicare Part A and Part B do not cover.
Comprehensive Guide to Medicare
May 25, 2023School of Social Security & Medicare
The Medicare program helps retirees cover their health care costs. This resource guide contains everything you need to know.
Should You Prioritize Saving for Retirement or Your Child’s Education?
May 11, 2023School of Saving and Investing
You often must choose between saving for your own retirement or your child’s education. These factors can help you decide.
Retirement Planning Resource Guide
March 16, 2023School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.
Changes to Medicare Start Dates in 2023
February 2, 2023School of Social Security & Medicare
Medicare has closed important coverage gaps for those who sign up during the Initial Enrollment or General Enrollment period.