Medicare eligibility begins at age 65 for most people. But if you retire before then, you need to bridge the gap. Depending on your income and assets, that coverage can be expensive. Without a clear plan, healthcare costs during this transition period can erode your retirement savings faster than you anticipated. For retirees,
The Masters just wrapped up, and what a tournament it was. Up and down to the very end, I’m glad I was able to watch. Like every year, watching the pros gets me itching to dust off my own clubs and get out on the course. Except when I opened the garage this
March is Women’s History Month, and I’ve been reflecting on the women who’ve shaped the business world. Those true visionaries who didn’t just break barriers, but redefined what success looks like entirely. One story that’s always stuck with me is Mary Kay Ash. In 1963, after years of watching less qualified men get
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.
