Retirement Planning Information

Financial Wellness and Your Retirement

22 Jan 2019 -

62% of Americans reported money was a significant source of stress in their lives. Money plays a critical role in our lives, and not having enough of it impacts health as well as performance.


Debt and Your Retirement

14 Jan 2019 -

Debt can ruin a retirement, especially for women. Here are some debts that need your attention before your retirement day arrives


Fewer Americans Retiring Broke

17 Dec 2018 -

The number of people in the United States retiring with less than $10,000 saved has dropped 13 points from 55 percent to 42 percent. 


Planning for Retirement

14 Dec 2018 -

Until someone actually discovers the fountain of youth, we all have to face planning for retirement so we can finance our older years.


Can You Afford to Retire?

10 Dec 2018 -

According to data from the Bureau of Labor Statistics, households run by someone 65 and older spend an average of $45,756 per year. That works out to $3,813 every month.


Setting Retirement Goals

23 Nov 2018 -

If you’re nearing retirement age, then you will be thinking about the next chapter in your life. Before you hit the age of 65, you’ll want to be prepared


The Life Insurance Retirement Plan

5 Nov 2018 -

Despite the new tax plan, many Americans are still looking for ways to save on taxes and increase income in retirement


Debts to Pay Off Before Retirement

26 Oct 2018 -

If you’re one of the very few Americans who are completely debt-free, then congratulations, and read no further. However, if you’re like the rest of us, then this applies to you


How Much Do You Need to Retire?

22 Oct 2018 -

It's National Save for Retirement Week is the perfect time to calculate how much money you need to live on -- not just survive, but live the way you would want to in retirement.


Choosing Your Retirement Age

10 Oct 2018 -

The age that you retire at is a personal decision and depends upon many factors. Here are a few things to take into consideration when it comes to figuring out your retirement age:

 


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

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