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
The Rule of 100: Managing Risk in Retirement with Fixed Index Annuities
When planning for retirement, one of the most critical questions to ask yourself is: How much risk should I really be taking with my money? That’s where the Rule of […]
Fixed Index Annuities: Growth vs. Income Strategies
Introduction Fixed Index Annuities (FIAs) have gained popularity as versatile financial products that can serve multiple purposes within a comprehensive retirement strategy. While they are often discussed as a single […]
Navigating the Medicare Maze: A Guide for Seniors in 2024
Navigating Medicare: A Guided Path to Better Health and Financial Security When clients come to me at Dear Retirement, they’re often filled with questions and concerns about transitioning from their […]
Why an Annual Policy Review is Vital for Your Medicare Plan
During the Medicare Annual Enrollment Period, October 15th to December 7th, a pivotal question emerges: “Is my current plan still the ideal choice for my healthcare needs?” The answer isn’t […]
Exercise for Aging: A Path to Better Living
Exercise becomes increasingly crucial as we age, offering a multifaceted approach to overall well-being. Let’s take a look at some of the reasons why staying active is vital in our […]
Navigating the Medicare Maze: A Guide for Seniors in 2024
Dear Seniors, As we approach the annual Medicare enrollment period, I want to take a moment to share some crucial insights and advice to ensure you make the most informed […]
Comparing Medicare Supplement Plan N and Plan G: What You Need to Know
When it comes to Medicare Supplement plans, it’s crucial to make an informed decision that aligns with your healthcare needs and budget. Two popular options are Medicare Supplement Plan N […]
Ensuring Your Retirement Plan is Recession-Proof
Planning for retirement is a long-term endeavor that requires careful consideration and foresight. In an unpredictable financial landscape, safeguarding your retirement savings from economic downturns, such as recessions, becomes paramount. […]
Navigating Health Insurance: Your Hassle-Free Guide to Informed Enrollment
Finding the right health insurance can be a daunting task, with a sea of plans, coverage options, and bewildering terminology. That’s where we come in – at Dear Retirement, we […]
How to Stay Engaged and Enjoy Retirement
Hey there, retirees! Retirement can be the perfect time to kick back, relax, and finally focus on your favorite hobbies and interests. But let’s be honest, after years of hustling […]
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.
Take the Next Step
Whether it’s an in-person visit or a virtual meeting, we’re ready to meet you!