State of Retirement
How do Americans view retirement planning, and how do those perceptions differ from reality? The 2025 State of Retirement White Paper breaks it down with statistics related to:
- The amount most Americans think they'll need to save to retire securely vs. the amount most Americans have saved
- The percentage of Americans who believe their retirement savings will last them for their lifetime
- Steps Americans are taking to help stretch their retirement savings
- The biggest fears and concerns about retirement
- Top reasons for entering retirement
- And much more
Will Your Money Last As Long As You Do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
- Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
- Read how much the average person spends on health care today. (You might be surprised at the number!)
- Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
The “Big Beautiful Bill” is now a big, beautiful law – what does it mean for your retirement strategy?
Download this 12-page guide to learn more about how the new legislation may impact you, starting as early as the 2025 tax year. Among the provisions explored in this guide are:
- Increased standard deductions for additional tax savings
- “Senior Bonus” deductions to offset taxes paid on Social Security benefits
- Increased estate tax exemptions creating dramatic savings for heirs
5 Simple Steps To Choosing The Medicare Supplement Plan For You
Make sense of Medicare with this simplified guide. Deciding which Medicare Supplement insurance plan is best for you can be confusing. That’s why we created this 8-page brochure, to help you:
- Understand Medicare basics, without the jargon
- Weigh your options — because you do have options
- Feel confident in choosing a Medicare Supplement plan
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?
10 Tips to Help Empower Women Investors
Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track. In This Guide You’ll Learn:
- Why a women's retirement strategy should be different from a man's
- How to find a financial advisor you trust
- Tips on keeping critical life changes from derailing your plan