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
Why Every Retirement Income Plan Should Include a Home Healthcare Adjustment
Let’s face it — most retirees do not want to end up in a nursing facility. We hear it every day from the people we serve: “I want to stay […]
7 Common Medicare Mistakes — and How to Avoid Them
Choosing the right Medicare plan can feel overwhelming. Unfortunately, many retirees make mistakes that lead to higher costs, penalties, or lost coverage. Here are the most common Medicare mistakes I […]
The History of Medicare and Why Annual Enrollment Season Matters
A Brief History of Medicare Medicare was signed into law in 1965 under President Lyndon B. Johnson as part of his vision for a stronger social safety net. Before its […]
Why Reviewing Your Medicare Prescription Drug Plan Each Year Matters
Choosing the right Medicare prescription drug plan isn’t a one-and-done decision. Each year, plans are updated with new costs, coverage rules, and pharmacy networks. At the same time, your own […]
Understanding Medicare: A Simple Guide to the Different Parts
Medicare can feel confusing at first glance. With all the different “Parts” and options, it may seem like you’re trying to put together a puzzle without the picture on the […]
Creating Multigenerational Wealth: Strategies for Each Generation
How often do you discuss family wealth and inheritance? If you’re like most, it’s probably not a topic of conversation.1 This could be due to its sensitive nature, or because […]
Life Insurance in Retirement: Do You Still Need It?
Life insurance isn’t just for young families. Even in retirement, it can play an important role in protecting loved ones, covering final expenses, and supporting your estate plan. Here’s what […]
Planning for Long-Term Care in Retirement
When most of us think about retirement, we picture travel, family time, or finally enjoying the hobbies we’ve always dreamed of. But there’s one part of retirement planning that often […]
PPO vs HMO: How to Choose the Right Health Insurance Plan for You
When it comes to picking health insurance, one of the big questions you’ll run into is whether you should go with a PPO or an HMO. And honestly, the names […]
Overlooked Retirement Expenses (And Ways to Plan for Them)
How much will a confident retirement cost you? You may already have a number in mind, but the real total can be higher than most people expect. While it is […]
Whitepapers
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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