Financial wisdom for your pre-retirement years. Social Security optimization, Medicare planning, catch-up strategies, and preparing for the transition ahead.
← Back to 50s & 60s HubA comprehensive analysis of Social Security claiming strategies and how to maximize your lifetime benefits.
Options for healthcare coverage if you retire before Medicare eligibility and how to budget for this critical expense.
How maximizing catch-up contributions from 50-65 can add hundreds of thousands to your retirement.
Why the order of investment returns matters more than average returns as you approach retirement.
Why the years before Social Security and RMDs create a unique opportunity for tax-free growth.
How married couples can optimize Social Security by coordinating when each spouse claims.
A clear guide to understanding each part of Medicare and choosing the right coverage for your needs.
Wills, trusts, powers of attorney, and healthcare directives—what you need and why.
A framework for calculating your retirement number based on your expenses, income sources, and goals.
The optimal order for drawing down taxable, tax-deferred, and tax-free accounts in retirement.