A Word from the CEO

Happy Purim! I am looking forward to drowning out the voice of oppression with groggers, sharing good fortune with those in need and topping off our holiday feast with delicious hamantaschen.

But there are also serious issues to consider. First, in this issue, we address research by Fidelity estimating that a typical retired couple may need as much as $315,000 to cover healthcare costs in retirement. What does this mean for your retirement planning?

When you begin your Social Security benefit also has a big effect on your retirement finances. There are many issues to consider — longevity, whether you will continue working, your spouse's benefit and the income taxes you may be required to pay. Our article will get you started thinking about this important decision.

If you have questions about paying for healthcare in retirement, when to begin collecting Social Security benefits or your overall financial goals, please contact us via email or call us at 888-JRB-FREE (572-3733).

Hag Purim Sameah,