Retirement Planning Information

Invest in Your Future

14 Oct 2019 -

With all the focus on how little Americans are saving for retirement, this may sound counterintuitive. However, saving alone won’t get you to your goal.


Social Security Changes in 2019

7 Oct 2019 -

There have been some changes to Social Security, and there will be more over the next few years. People saw a rise in the amount they receive each month 


Taxes Could Ruin Your Retirement

3 Oct 2019 -

There is one more important thing to consider when it comes to retirement preparations which may unhinge your plans — and that thing is taxes. 


The Biggest Mistakes in Planning for Retirement

24 Sep 2019 -

the biggest question should be this one: How can I avoid making financial mistakes that will greatly affect my retirement years?


The Secure Act

13 Sep 2019 -

The Secure Act, a retirement bill backed by both Republicans and Democrats has been passed by the House of Representatives and is moving closer to becoming law. 


Saving for Retirement with Student Debt

11 Sep 2019 -

Saving can be difficult if you’re saddled with student debt, as so many young graduates are. So you have two competing goals – pay your loans and save for retirement.


Identity Theft and Retirement

16 Aug 2019 -

Pursuit of seniors’ “nest eggs” is one of the fastest growing consumer fraud issues today. Con artists of all types are finding ways to steal the savings of aging retirees.


Taxes Could Ruin Your Retirement

1 Jul 2019 -

When you retire, you leave behind many things—the daily stresses of work, commuting, maybe your old home. What you don't leave behind is a tax bill


The Difficult Truth about Retirement in America

13 Jun 2019 -

Many Americans are woefully unprepared for retirement, with too little savings, unrealistic ideas about when retirement will occur, and no clear plan for paying for healthcare in retirement


Long-Term Care in Retirement

10 Jun 2019 -

Experts say the greatest challenge older American face is planning for and financing long-term care. Most of the 8 million Americans who require long term care are over the age of 65.


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

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