- How to target a retirement date
- When to begin Social Security
- Medicare and supplemental insurance
- Wills and estate planning
- Fun in retirement
1. What percentage of people receiving Social Security are getting reduced benefits? 73%
2. What percent of workers plan to retire before 60? 9%
Blog post: Is Can I Retire Early the Right Question?
3. What should I consider about taking the spousal benefit for Social Security?
Blog post: Tax Planning and Social Security
4. What’s a good way to know you are ready to retire?
Blog post: It’s Time to Rename Retirement
5. How much is spent on health care near the end of life? 1 in 4 Medicare Dollars
Blog post: Planning the End of Your Life
6. Medicare will generally cover about how much of total health-care expenses in retirement? 51%
7. What can we learn from Casey Kasem’s Estate Planning? 4 tips from CNBC article
8. Why are beneficiary designations so important? Because it supersedes the will instructions
1. The average retirement age is 63 (source).
2. The average length of retirement is 18 years (source).
3. 1 in 5 people who are near retirement age have no money saved (source).
4. 36% of Americans over the age of 65 rely completely on Social Security (source).
5. One-third of all people claim Social Security benefits at age 62 (source)
6. 15.6% of Americans are covered by Medicare (source).
7. 92.8m is the projected Medicare enrollment by 2050 (source).
8. 55% of American adults do not have a will or other estate plan in place (source).
9. 92% of adults under the age of 35 do not have a will (source)
10. 80% of working retirees say they are working because they want to (source).
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