In revealing audio clips, clients share the unexpected challenges they found in later life—and the financial choices they made to adjust. Learn how they met an unexpected health crisis, the responsibilities of caring for an aging parent, and the desire to retire early to spend more time with family.
1 EBRI, 2015; 90% certainty to cover Medigap premiums, Medicare Part B premiums, Medicare Part D premiums, and out-of-pocket expenses for retirement at age 65 assuming median health-related costs through retirement. Estimates exclude costs of long term care; 2015 dollars.
2 “Finances in Retirement: New Challenges, New Solutions,” Merrill and Age Wave, 2017
3 “Family & Retirement: The Elephant in the Room,” Merrill Lynch and Age Wave, 2016.
This material should be regarded as general information on Healthcare considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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