Retirement, Retirees

Retirement can bring a new phase of life that can be freeing and rewarding. It can also bring its share of uncertainties and unknowns. One of the biggest fears for retirees is whether they will outlive their money. While manyREAD MORE

To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE

A study of retirees done by Merrill Lynch and Age Wave led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops. AndREAD MORE

Key Takeaways: This year, eligible employees can save even more for retirement as part of a change within the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0, also known as the super catch-up 401(k) contribution. Learn more aboutREAD MORE

On Jan. 5th, President Biden signed the Social Security Fairness Act into law, repealing the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). The historic bipartisan legislation will significantly benefit eligible public sector retirees — such as firefighters, teachers,READ MORE