Money News You Can Use

Stay informed of the latest financial news!

Brad White

We believe that knowledge is power, and that’s why we created “MONEY NEWS YOU CAN USE”. I pick the five best articles I read each month and post them here so you can stay informed of the latest financial news and arm yourself with knowledge when preparing for retirement. I know most people don’t have time to sift through hundreds of articles to find the most relevant and helpful ones, which is why I do it for you!

THIS MONTH, WE WILL FOCUS ON THE FIVE KEY AREAS OF RETIREMENT PLANNING. There are many things to think about when it comes to retirement, but income planning, investing, taxes, estate planning, and healthcare planning are some of the main building blocks you should address when creating a plan for retirement.

– Happy Reading
Mercer Advisors, Formerly Epstein & White,Founder
Brad White

SCHEDULE A COMPLIMENTARY FINANCIAL REVIEW

MONEY NEWS YOU CAN USE: THE 5 KEY AREAS OF RETIREMENT PLANNING

Creating Income in Retirement

When it comes to creating retirement income, there’s no one-size-fits-all solution. There are many strategies available, and we can tailor an approach to your unique needs.

What’s Your Long-Term Tax Minimization Plan?

Taxes could be one of your biggest expenses in retirement, which means that a tax minimization strategy is an integral part of your retirement plan.

Creating an Estate Plan for Your Loved Ones

Have you prepared these critical estate planning documents? An Estate plan is important when it comes to passing on a legacy to your loved ones.

How Much Will You Pay for Healthcare in Retirement?

The Medicare system can be complicated, and it’s far from free. It’s important to understand how much you’ll pay and what you’ll be covered for when you sign up for Medicare.

Review Your Investment Strategy

Your investment strategy may need to change as you near and enter retirement and should be based on your risk tolerance and income needs.