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Jeanne Case
125 S Kalamazoo Mall
Ste 201
Kalamazoo, MI 49007-4869
T: 269.349.7744
F: 866.522.9605
TF: 800.842.0099
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Retirement & Longevity
Topic
Longevity Planning
Retirement Planning
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Infographic
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Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
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Tax Planning
Aging in Place Guide
10/26/2018
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Retirement & Longevity
Tailored financial protections for your most important asset
7/24/2018
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Retirement & Longevity
Secure a plan for your family's future
7/10/2018
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Retirement & Longevity
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
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Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
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Retirement & Longevity
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
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Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
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Retirement & Longevity
Maintaining income after retirement
How your retirement savings can continue working for you.
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Retirement & Longevity
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
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Retirement & Longevity
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
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Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
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Retirement & Longevity
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