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eBook
These days, it's simply not enough to have good investments for retirement—you need to navigate a critical path of financial strategies and decisions that begins years before you retire. This retirement planning guide addresses key issues many face and strategies you can use right now.
In this guidebook you'll learn:
Newsroom
Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by U.S. News in an article titled, “Deciding Between a Roth vs.
Blog
Retiring before Medicare? Discover 4 smart strategies to cover health care costs in early retirement—from COBRA and HSAs to ACA plans and spousal coverage options.
Blog
Unlock five key facts about Social Security that could impact your retirement strategy—learn when to claim, how benefits are calculated, and tips to help you make informed decisions for your financial future.
Blog
Nearing retirement? Learn the 5 essential questions to ask—from income planning and taxes to lifestyle choices—to ensure a smooth, confident transition into your next chapter.
Blog
We commonly receive the question, “When can I withdraw money from my 401(k)?” While the answer is technically “whenever you want to,” there are penalties you’ll need to look out for if you want to withdraw from your 401(k) before retirement.
Blog
There’s a world of opportunity beyond the borders of the United States. For decades, many Americans have looked overseas, seeking both fulfilling and cost-effective retirements.
Blog
Despite concerns about inflation and overall preparedness, Americans are looking forward to retirement, according to new survey research* we conducted this year.
77% of Americans expressed positive emotions such as happiness (45%) and gratitude (37%) when asked how they feel when they think about retirement, according to the study of 1,000 U.S. adults. For those already in their golden years, 90% don’t regret retiring when they did and 33% say it’s even better than expected.
Blog
When imagining the perfect retirement, most people dream about travel, hobbies, or time spent with loved ones. That’s certainly more fun than planning for long-term care. However, according to the U.S. Department of Health and Human Services, roughly 56% of adults aged 65 and older will need some form of long-term care during their lifetime.