Retirement Planning

Retirement is a time to enjoy the fruits of your labor—but making the right decisions beforehand is critical to achieving a financially secure and stress-free future. Among the many moving parts of retirement planning, three key areas stand out as pillars of long-term stability: Social Security, Medicare, and Life Insurance. These components are closely linked Read More The post 3 Big Retirement Choices: Medicare, SS, Insurance first appeared on SafeMoney.com.

What Retirees and Families Need to Know As you approach or settle into retirement, one of the most important financial questions you’ll face is: What happens to the assets I’ve worked a lifetime to build? That’s where estate planning comes in. And in 2025, with proposed updates to the federal tax code, it’s more relevant Read More The post Estate Planning Under Trump’s 2025 Estate Tax Plan first appeared on SafeMoney.com.

One of the most pressing questions retirees face is: How long will my money last? Whether you’re approaching retirement or already in it, this concern isn’t just about numbers—it’s about security, peace of mind, and living life on your terms. The good news is, with careful planning and smart strategies, you can create a retirement Read More The post How Long Will My Money Last in Retirement? first appeared on SafeMoney.com.

 An Interview with Steven Suib, RICP® — Protecting Retirement Income with Purpose Brent Meyer, Founder of SafeMoney.com, sits down with Steven Suib, RICP®, founder of Preservation Wealth Management, to discuss how he helps pre-retirees and retirees navigate today’s complex financial landscape. With decades of experience, a fiduciary standard of care, and a results-driven income planning Read More The post Steven Suib RICP®: Retirement Income with Purpose first appeared on SafeMoney.com.

Planning for retirement can be overwhelming. Between social security decisions, healthcare concerns, and figuring out how to generate reliable income, it’s no wonder many Americans feel underprepared. One financial tool that often gets overlooked—or misunderstood—is the annuity. If you’re seeking annuity education, this comprehensive guide will help you cut through the confusion and determine whether Read More The post Annuity Education: What to Know Before You Retire first appeared on SafeMoney.com.