Retirement Planning Information

Nothing saved for retirement? What next?

20 Jan 2023 -

If you are in your late 40s, you may be concerned about your financial planning for your golden years


Buying a home in your 60’s

19 Jan 2023 - Even if you are in your sixties and retirement is just around the corner, it’s not too late to buy a house.

11 Retirement Planning Mistakes People Make in Their 20s and 30s

13 Jan 2023 -

The rate of adults ages 65+ who filed for bankruptcy more than doubled since 1991.


Retiring in Phases

6 Jan 2023 - Retirement is a huge step–it involves so many changes in your lifestyle. 

New Retirement Plan Contribution Limits 2023

30 Dec 2022 -

2023 looks to be a difficult year as inflation and the cost of living had affected everyone. 


The Golden Question of Retirement Planning

26 Dec 2022 -

Retirement planning may be the furthest thing from your mind. But if retirement is decades away, you’re in the best possible position to start planning now!


The Spiritual Side of Retirement

16 Dec 2022 -

Deciding to stop working means you are going to have a significant shift in your life.


Should You Take Early Retirement?

15 Dec 2022 -

Retiring early is a serious decision. It is something that should not be undertaken lightly as it has far-reaching implications.


Seniors and Retirees Can Breathe Easier in 2023

13 Dec 2022 -

As we head towards 2023, and the cost-of-living keeps increasing, things have looked worrying for many older Americans. 


Are Retirement Accounts Protected from Creditors?

23 Nov 2022 - One reason to focus on clearing debts before you retire is the worry that creditors may see retirement accounts as the money, they could garnish them.

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  • Press Contacts

    Jake Mendlinger
    Account Manager
    Zimmerman/Edelson
    516.829.8374 X 232
    jmendlinger@zimmed.com

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