In revealing audio clips, clients share the unexpected challenges they found in later life—and the financial choices they made to adjust. Learn how they met an unexpected health crisis, the responsibilities of caring for an aging parent, and the desire to retire early to spend more time with family.
1 Employee Benefit Research Institute (EBRI), 2019; Assumes 90% certainty to cover Medicare and other out-of-pocket expenses for retirement starting at age 65 and median health-related costs throughout.
2 2019 EBRI/Greenwald Retirement Confidence Survey
3 Age Wave and Merrill, The Financial Journey of Modern Parenting: Joy, Complexity and Sacrifice, 2018.
This material should be regarded as general information on Healthcare considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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