Financial Planning

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

For those of us born in the early 1960s, the memories of the Apollo lunar landings are not just historical events; they mark a turning point in our lives. As you approach age 59½, you’ll be able to make penalty-free withdrawals from retirement accounts and take advantage of “catch-up contributions.” Plus, you'll soon be eligible for Social Security and Medicare.

Three important changes to Social Security implemented in 2024.