Broker Check

October 2023: Retirement Readiness

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.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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.