October 2023: Retirement Readiness

Skip Saideh, ChFC®, AIF®

October 01, 2023

Our newsletter this month features information about living trusts, how Medicare can address healthcare needs in retirement, navigating your estate plan for a blended family, and what to look for in an extended-care policy. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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