Retirement Information Resources
Videos, articles and guides to help you on the path to retirement.
Our goal is to always keep our clients and community informed.
Dear Retirement shares information across many platforms to make sure you know what’s going on in the financial world!
Articles
Should You Keep Employer Coverage When Turning 65? Here’s What You Need to Know
Turning 65 is a major milestone—it’s when you become eligible for Medicare. But if you’re still working and covered by an employer health plan, you might be wondering: “Should I […]
Understanding Medicare Advantage Extras: The Perks You Might Be Missing
Most people know that Medicare Advantage (Part C) plans combine your hospital and medical coverage — but few realize how many extra benefits may come bundled in. These added perks […]
Government Shutdowns: Preserving Your Retirement
When Congress fails to pass spending bills by Sept. 30 each year, the federal government must shut down nonessential services, closing many offices and furloughing employees until new funding passes. […]
Understanding Your Medicare Drug Plan Formulary
When it comes to your health, knowledge is power. And one of the most important things to understand about your Medicare coverage is your drug plan formulary. It might sound […]
It’s Your Time: Finding What You Love After Retirement
The Freedom to Be a Little Selfish Retirement isn’t the end of the story — it’s the start of one that’s finally all about you. For decades, you’ve focused on […]
The Importance of Reviewing Your Medicare Plan Each Year
Medicare plans aren’t set in stone. Every year, plan costs, coverage options, and even your own healthcare needs can change. That’s why it’s important to review your Medicare plan annually—especially […]
Bridging the Gap: How Medicare Works with Employer or Retiree Health Coverage
Transitioning into Medicare isn’t always straightforward — especially if you’re still working or covered by a retiree health plan. Many people assume their employer insurance will take care of everything, […]
How to Avoid Costly Medical Debt in Retirement
Retirement should be a time of peace and financial stability — not stress over unexpected medical bills. Yet across the U.S., millions of retirees face a growing threat: medical debt. […]
Life Insurance Isn’t Just for the Young: Why It Matters More in Retirement Than Ever
Many people think of life insurance as something you buy when you’re young — a safety net to protect your family if something unexpected happens. But here’s the truth most […]
The One Big Beautiful Bill: What Retirees Need to Know
On July 4, 2025, President Trump signed into law H.R. 1—the One Big Beautiful Bill Act (aka OBBBA)—a sweeping tax-and-spending measure that touches almost every facet of the U.S. economy, […]
Whitepapers
Don't Let Health Care Expenses Derail Your Retirement
Don't let medical expenses surprise you. Download this 8-page guide to learn:
- About how much you should budget for health care (based on recent research)
- What Medicare does (and doesn't) cover
- Options for long-term care coverage, and how you can prepare now
6 Keys to a Happy Retirement
How will you spend it? Download this guide to learn 6 ways you can spend your time to help cultivate happiness and a retirement well-lived. Learn:
- How lacking this one simple thing could make you twice as likely to die
- The importance of keeping your brain alert
- Why some people go back to work
Unlock Your Tax Savings
Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
- Increased standard deductions for additional tax savings
- “Senior Bonus” deductions to offset taxes paid on Social Security benefits
- Increased estate tax exemptions creating dramatic savings for heirs
But What If You Need Long-Term Care?
Concerned about long-term care? It’s estimated that seven in 10 Americans age 65 and older will need some type of long-term care. This guide can help you understand possible costs and solutions, including:
- Strategies to help protect your potential caregiver from financial burden
- How much long-term care costs are expected to rise
- The true impact of long-term care
Will a Recession Rob Your Retirement?
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip. What you’ll learn:
- How to decide how much of your savings should be invested in the market
- A simple calculation to help determine whether you've saved enough to retire
- Alternative methods to create income without relying on a volatile stock market
Understanding Medicare – Know Your Options And Costs
Not sure where to start with Medicare? We can help! Download this 16-page guide and get answers to the most common questions about Medicare, including:
- What’s the difference between Medicare Parts A, B, C and D?
- What's covered? And how much will I pay?
- Is Medicare Supplement insurance or a Medicare Advantage plan right for me?
Our firms is not affiliated with the U.S. government or any governmental agency.
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