If you had to guess what percentage of Americans have less than $1,000 saved for retirement, what would you say? Would you be surprised to know it’s more than 1 in 4? That number gets even more sobering when you consider how many people are secretly hoping for a financial miracle to solve
Today, I watched my son grab his football gear and head out the door for practice, just like he has hundreds of times before. But this time feels different. This is his senior year of high school, and suddenly every “routine” moment carries more weight. After football wraps up, he’ll transition into hockey
Healthcare costs should already be an important part of your retirement strategy. However, recent policy changes and rising expenses have led to frequent price fluctuations. Many seniors are beginning to explore alternative care models. Boutique Healthcare (sometimes called Concierge Healthcare) was once considered a luxury only for the elite. Today it has become
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
