November 2023: Retirement Readiness

Trevor Lawson, CFP®, AIF®, RICP®, ChFC® , CLU®, CDFA®

November 16, 2023

This month's Retirement Readiness newsletter features a look at the different parts of Medicare, considerations for retaining your life insurance post-retirement, insights about disability insurance, and five considerations before buying a vacation home. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.