Happy (almost) 4th of July! We hope that you all have lots of fun planned with family and friends over this holiday weekend! Please note that we will be out of office for the remainder of the week.
The Wealth Report - Sandwich Generation: Stuck in the Middle with You - focuses on a topic that I know some of you out there are dealing with. More and more people are ending up taking care of family members as they plan for their own retirement. This can be kids, aging parents, or both at the same time. Obviously, this makes things a bit more challenging, because having extra people in your household isn't free or easy.
If you have a solid financial plan for retirement, then it gets a little easier, because you can know where you stand and make informed decisions as you move through the many phases of life. Retirement isn't a stationary target and sometimes you need to pivot and adapt to make all the pieces come together, but it makes a big difference to at least have a retirement plan that you can adjust as needed. Take some time to read this month's article and think about whether you've got a good handle on things. If not, then we're here to help get you on track.
there is anything we can assist you with, then just let us know.
And, as always, remember -
The purpose of the money dictates where you put it.
James D. Stillman
Medicare Planning Note
Another thing we want to highlight again this month is the fact that Kelly can help any of you that are turning 65 (or retiring and coming off of group coverage) with Medicare planning. We've had several clients lately mention that they're feeling overwhelmed with all the junk they're getting in the mail regarding signing up for Medicare and supplemental coverage. We do offer Medicare planning at JDS, but don't often advertise this, so we've realized that people don't even know that we can help. Kelly is contracted with several companies and is more than happy to help you wade through the steps of Medicare planning. Just let her know and she'll send you some good information to get you started.