Understanding the Basics

Retirement requires a lot of planning and consideration. In addition to finances, you need to think about when and where you’ll retire. Experts advise that you may need as much as 80 percent of your pre-retirement income to continue your current standard of living. The exact amount will depend on your individual needs.

Questions To Ask Yourself Before Retiring

At what age do you plan to retire?

Do you have a retirement savings plan? This includes401(k) plans and traditional pension plans.

If you have a spouse or partner, will they retire when you do?

Where do you plan to live when you retire?

Do you expect to work part-time?

Will your insurance coverage change?

Tools to Help You Prepare for Retirement

Get tips for building your retirement savings in the Department of Labor’s (DOL)Top 10 Ways to Prepare for Retirement.

Use a retirement calculator to find out the best age to claim your Social Security benefits.

Social Security pays benefits that are generally equal to about 40 percent of your pre-retirement earnings. The Social Security Administration helps you estimate your benefits.

Need Help planning for retirement

If you are interested in learning more about your options for Retirement, schedule a free no obligation consultation.









We help you decide on the right policy for you and your family.

We make sure you receive your insurance card and benefits.

We follow up throughout the year to compare what coverage is available to ensure you stay in the best policy for your needs.


The first step towards figuring out your Medicare and Retirement plan is to schedule an in-person appointment or phone call. Please contact our office by phone or complete the appointment request form.

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