Retirement Planning Information

Timing is Everything When it Comes to Social Security

1 Aug 2018 -

Retirees and future retirees depend on income from Social Security to help provide a financially comfortable lifestyle. when you decide to take it makes all the difference

Retirement with Your Partner

13 Jul 2018 -

Make sure that you're able to retire comfortably with your partner, spend time doing the things that make you happy and not have to count every penny.

Tips for Retirement Saving

25 Jun 2018 -

The Bank Rate Financial Index shows that twenty-two percent of Americans say failing to save for retirement is their worst financial blunder.

The Semi-Retirement Option

22 Jun 2018 -

Semi-retirement might be the right move for many as they head into their golden years Only a quarter of Americans plan to completely retire.. 

Are Baby Boomers Ready to Retire?

11 Jun 2018 -

Boomers’ confidence in their financial situations is at its lowest since 2011. Just 43% feel that they are happy with how things are going.


Retirement and Marriage

8 Jun 2018 -

There's a rising trend in what is fast becoming known as “grey divorce” which describes a couple divorcing after 50.

Retirement and Planning Together

28 May 2018 -

If all goes according to plan after a lifetime together you get to enjoy retirement in your golden years.


28 Mar 2018 -

There are many unknown factors when it comes to saving for your retirement. It can be a guessing game, especially when you don’t have the knowledgeable guidance of a financial professional.

What is Your Retirement Number?

27 Mar 2018 -

When it comes to calculating how much money you'll need for retirement, numbers can be tricky, but concepts are a lot easier to manage

Retirement for Baby Boomers

26 Mar 2018 -

There are 76 million Baby Boomers in the United States, and more than 40 million of whom are already age 65 or older.  These Baby Boomers will retire at a rate of 10,000 per day for at least the next 15 years.

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    Jake Mendlinger
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    516.829.8374 X 232

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