Retirement Planning Information

Retirement Planning for Couples

4 Mar 2019 -

54% of women expect their partner will be an important source of retirement income, while 36% rely on their partner as a backup plan in case they can’t work anymore.


Using the Gig Economy to Fund Your Retirement

20 Feb 2019 -

66 percent of Americans are fairly certain they will outlive their savings. If that were to happen to you, what would you do? 


Social Security Increase

6 Feb 2019 -

The Social Security increase amounts to 2.8 percent, a $40-per-month increase on average, and will be the biggest adjustment to Social Security payments in the past seven years


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


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

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