Medicare Essentials: What Every Pre-Retiree Needs to Know Before Age 65 Every single day, about 11,400 Americans turn 65. That means thousands of people are entering Medicare only to discover it’s not as straightforward as signing up and moving on. In a recent episode of …
How Much Money Do You Really Need in Retirement? $1 million in savings sounds like a lot, until you realize it might only provide $40,000 a year in income under the traditional 4% rule. With people living longer and costs continuing to rise, that guideline …
The Top Retirement Regrets, and How to Avoid Them One of the most important parts of retirement planning is learning from the mistakes of others. In the latest episode of the Conquering Retirement podcast, the Annuity FYI team discussed the three most common regrets people …
Understanding Risk Tolerance: The Financial Assessment Every Retiree Needs “You can’t handle the truth.” That famous line from A Few Good Men sums up how many investors think about risk. Most believe they can handle volatility, until a 20% or 30% market drop tests their …
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