Retirement Planning Information

Retirement affects Health

6 Oct 2021 - Retiring may not be all it’s cracked up to be — depending on how you view it.

Benefits of College Savings Plans and 401k Plans

4 Oct 2021 -

If you are nearing retirement, then you should have some kind of retirement savings plan in place. If retirement is still relatively far off for you, then now is the time to start preparing.


Achieving Financial Stability During Retirement

20 Sep 2021 -

By retirement age you’ve likely worked for 40-plus years, and can finally relax, enjoy family, and visit friends. Unfortunately, staying financially stable in retirement is often a challenge.


Retirement 2021

13 Sep 2021 - Hitting 65 means you have gotten to the point that retirement planning isn’t just about setting money aside and hoping for the best down the line.

The Basics of Life Insurance

9 Sep 2021 -

Life Insurance is a financial policy that stands apart from every other kind of insurance


New Federal Rules for Rollover 401k

3 Sep 2021 - New regulations seek to prevent advisors from receiving payments from third-party investment companies that create conflicts of interest when dispensing 401K rollover guidance.

3 Tips to Retire with More

31 Aug 2021 -

The Federal Reserve says that 64 percent of Americans don’t think their savings are on track or are worried about whether they will have enough saved for retirement. 


Retirement Trend Reversed

18 Aug 2021 -

The pandemic accelerated many things like online shopping and working but it has also pushed folks to retire faster.


Three Reasons to Retire Early

21 Jul 2021 - Once you hit a certain age and your kids have flown the nest, it's time to evaluate the next step is. Retirement might be the key to your happiness. 

Gender Gaps in Finances and Retirement

13 Jul 2021 -

Women make less money over the course of their careers than men — for every dollar that American men make on average, women make about 80 cents.


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

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