Insights

Guidance for your pursuit of financial freedom

    Social Security13 Articles

    Retired couple smiling on a swing

    Tue, Jan 7, 2025

    How Do I Know I’ll Have Enough in Retirement?

    Will your retirement plan support your lifestyle? Let’s run the numbers. The Monte Carlo simulation can help reveal your likelihood of success.

    Unhappy senior leaving office with a box

    Tue, Nov 19, 2024

    Tips for an Unplanned Early Retirement

    Even if you need to retire sooner than you planned, these strategies could help you find stability in uncertain times.

    Retired couple hiking

    Tue, Oct 29, 2024

    Maximizing Social Security Benefits

    You’ve been contributing to Social Security for decades. It’s finally time to reap the benefits…but are you maximizing those benefits? Discover when and how you could make the most of your Social Security income – so you can pursue your dream retirement.

    Man stretching tape measure

    Tue, Aug 6, 2024

    Can I Work While Receiving Social Security?

    Many near-retirees become eligible for Social Security benefits while they’re still working. Should you start taking your benefits now? Or should you wait? Consider these factors and strategies to help maximize your income.

    An older husband and younger wife smile at each other while cooking.

    Tue, Apr 9, 2024

    Retirement Planning for Spouses with an Age Difference

    Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.

    Doctor pointing at a chart

    Tue, Apr 2, 2024

    What to Know About Medicare if You’re Still Working

    Your Medicare options while working past 65 depend on the size of your employer but there are also implications for COBRA and HSAs.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.