Featured Topics

  • 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%

Blog post: Social Security at 62, 66, or 70? How do you decide?

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?

Resource: UNC-Asheville class on “Planning a Meaningful Retirement”

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

Blog post: A Financial Planner’s Estate Planning Journey


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).

Other Helpful Links:

The Real Purpose of Financial Planning – MONEY Magazine

It’s Not Too Late to Save for Retirement - CNBC

Planning the End of Your Life

NC SECU – Estate Planning Essentials Program