Pre-Retirees — Articles
Plain-language articles on pre-retirees from a PA licensed advisor.
AllLife InsuranceAnnuities & RetirementEstate & Legacy PlanningBusiness ProtectionCollege FundingDebt & MortgageFinancial LiteracyCommunity & Advocacy
Pre-Retirees
Will You Outlive Your Money? The Honest Retirement Income Math for Pennsylvania Workers
A 65-year-old Pennsylvania couple has a meaningful chance one of them lives past 90. Here's how to build income that las…
Pre-Retirees
One Hospital Stay Wiped Out 20 Years of Savings — How to Make Sure It Doesn't Happen to You
The gap between 'I'm alive but incapacitated' and 'my money is protected' is exactly what living benefits are designed t…
Pre-Retirees
Fixed Annuities vs. IULs for Retirement Income — What Actually Makes Sense After 55
Two products. Both legitimate. Only one is right for your situation. A direct comparison — no sales pitch, just the mech…