What Older Americans Month Reveals About the New Reality of Retirement
Older Americans Month highlights how retirement is changing. Learn why many older adults work longer & how longevity is reshaping retirement decision
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Hi, I’m Rafe Klein.
Let's talk about your financial future.
Rafe Klein
Senior Vice President
I can help you with:
- Distribution & Income-Oriented Strategies
- Retirement Planning
- Annuity and Life Insurance Reviews
- 401(k) Rollovers and IRAs
- Tax-Efficient Strategies
- College Savings Plans
- Personalized Service and Complimentary Consultations
Recent Articles
The Midlife Money Pivot: Why Your 50s and 60s are Essential for Retirement Planning
The midlife money pivot helps align income, savings & goals during your 50s and 60s, a critical period for retirement preparation.
Don’t Avoid Long-Term Care Planning: Why Ages 50–60 Are a Critical Window
Long-term care planning in your 50s and 60s helps protect savings & prepare for future needs before coverage options become limited.
April 27, 2026
Financial Literacy and Smart Money Decisions
Financial literacy strengthens smart money decisions, supports personal stability & contributes to broader economic health across communities.
April 24, 2026
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