by Ali Schweitzer | Jan 15, 2025 | Healthcare, Media Appearances, Retirement
Morning Blend on Mater Dei Radio: “Retiree Regrets” Retirement has it’s fair share of new beginnings and excitement, but that’s not to say it doesn’t come with regrets over time. After years of working with individuals plan for and...
by Ashley Micciche | Jul 28, 2020 | Healthcare, YouTube
Summary The 4% Rule is a short-hand rule of thumb that helps you calculate how much of your portfolio you can safely withdraw in retirement without running out of money. The 4% Rule is backed by research and has been used by investors and financial planners as a...
by Ashley Micciche | Jun 19, 2020 | Healthcare, YouTube
Summary Healthcare is one of the biggest expenses for most retirees – ranking right up there with housing and transportation costs, and it comes with an equally big lifetime price tag. A recent study by Fidelity estimates that about 15% of the average...
by Ashley Micciche | Jul 6, 2018 | Retirement
Articles and ideas to help you live a fulfilled life! In this month’s Retirement Roundup, we’ve curated our favorite articles from around the web to help you plan for and live successfully in retirement! We start off with a new survey showing how the...