Call Us: (800) 553-3707
Schedule an Appointment

When Should You Retire?

The pandemic sparked some interesting retirement trends. First there was an unexpected decline in the share of workers in the United States who were 55 and older, prompting a study called “The Great Retirement Boom” by economists with the Federal Reserve. By early 2022, the trend was reversing. “Unretirements” were on the rise, with an estimated 1.5 million retirees returning to work in the U.S. labor market by March 2022. A study of Labor Department data by Nick Bunker, an economist with Indeed, revealed that as of March 2022, 3.2% of workers who had retired a year earlier had gone back to work, becoming unretired.

Read more

The Pre-Retirement Checklist

Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of crucial steps can help you visualize how far you’ve come.

Nice! You're steps closer to retirement readiness.

Read more

Guide to Long-Term Care Insurance

The greatest gift of long-term care insurance is that it allows loved ones to supervise your care and not have to provide your care.

Read more
1 2 3