Since I have been involved in the Medicare industry for almost 30 years as an agent, CE designer and instructor, it’s ALWAYS been on my mind that the retirement industry and Medicare benefits should work together hand in hand. Please read on…
April is Financial Literacy Month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement.
Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning.
March celebrates National Consumer Protection Week (NCPW), a time to help people understand their consumer rights and make well-informed decisions about money and saving for their retirement.
Women’s History Month is a time to look back at the vital role women have played throughout history. In every industry, women are natural leaders and change makers – from Congress to financial services.
Last year, our study on America’s workforce showed that over one-third of workers from small businesses say that their employer is “not helpful at all” in terms of retirement planning and that one in eight workers are not offered any type of retirement plan from their employer. This leads to retiring later and a “do it yourself” retirement for many workers. But these retirement security issues aren’t going unnoticed and policy makers at the state and federal level are taking a closer look at the issues around retirement security and proposing solutions.
While calm settled over the financial markets once the new year hit, 2019 remains uncertain when it comes to market swings. However, uncertainly in the market isn’t anything new.
The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So without further ado, here are three key retirement trends we want Americans to know about.
Every New Year we think about our resolutions, which typically includes some promise to better ourselves. Pledging to go the gym more, eat healthier, be more active, spend additional time with friends and family, and decrease our social media intake, are a few that usually make the list. However, one resolution we should all emphasize as we ring in 2019 is finding ways to become financially savvy.