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Update on Retiree Finances


Every day I am exposed to several different media channels that all provide updates on various topics. Today I would like to focus on a video recently put out by Morningstar. The video is titled, “Encouraging Trends for Retiree Finances.” It does a good job of talking about healthcare costs in retirement, retirement savings and even some newer strategies for working part time in retirement. We have actually been recommending to many clients that they consider following the advice of looking into a “phased retirement” as this video suggests is becoming a popular trend.

It’s only a 6.5 minute video, so watch it and if you have any questions we are always happy to discuss them at any time.  Enjoy!

Financial Planning and Investment Advisory services are offered through C2P Capital Advisory Groups LLC D/B/A Prosperity Capital Advisors (PCA) an SEC registered investment adviser with its principal place of business in the State of Ohio.  DC Chamberlin is registered as an Investment Advisor Representative of PCA in the state of Missouri.

- See more at: http://www.chamberlin-group.com/2013/06/retirement-finance-update/#sthash.ojzIwOwR.dpuf

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Comment   |  6 years, 1 month ago from St. Louis, MO