Financial Planning in “the 70s”: Things to Remember
September 19, 2023
For those in or reaching their 70s, there are some particular financial planning issues that ae important. Let’s look at a couple of them.
For those in or reaching their 70s, there are some particular financial planning issues that ae important. Let’s look at a couple of them.
MoneyGeek recently interviewed Randy Dippell, wealth advisor and owner of Milestone Money, about American retirement savings for the younger generations.
Without question, some of the most important decisions retirees need to make involve Medicare and the many related questions about healthcare (and paying for it).
According to a recent survey by AARP, an overwhelming majority (77%) of adults 50 and over say they would prefer to remain in their own homes in their later years, rather than moving to some sort of assisted living center. It’s not hard to understand why.
For those approaching retirement, one of the most important decisions involves when and how to claim Social Security benefits. While the retirement income benefits provided by Social Security are available to anyone age 62 or older who meets certain requirements.
Marriage later in life comes with a different set of issues and challenges than those faced by people marrying in their 20s or 30s. Let’s look at some of those issues.
For those in their late fifties and sixties, it’s prime time to look closely at retirement financial planning. Here are a few key markers along the path to retirement to help execute a successful retirement financial plan.
Life is full of financial milestones. We pay for college, we get married, we start businesses. But the most important financial decision we will ever make is when and how to retire. Milestone Money helps you map success to and through retirement.
