Retirement Planning – LWP Marketing Toolit

Secure Act 2.0 – What’s Working, What’s Not

SM_Admin — Mon, 20 Oct 2025 18:44:02 +0000

When Congress passed the SECURE 2.0 Act at the end of 2022, it promised to modernize retirement savings and make life a little easier for both savers and those inheriting. read more...

Considering the Legalities of Retirement Abroad

SM_Admin — Wed, 09 Oct 2024 16:02:51 +0000

Retiring and moving to another country has become an increasingly attractive option for seniors seeking adventure, a lower cost of living, or a more temperate climate.

Cruising Into Retirement: An Alternative to Nursing Home Care

SM_Admin — Wed, 09 Oct 2024 14:25:07 +0000

With skilled nursing home care prices rising year after year, many retirees are looking into other avenues for their end-of-life care.

Creative Living Arrangements in Retirement

SM_Admin — Wed, 09 Oct 2024 14:21:05 +0000

As the senior population grows, innovative housing solutions are emerging to meet diverse needs and preferences. Among these are co-housing, shared housing, and unconventional senior living communities.

Can You Still Retire Comfortably On A Million Dollars?

SM_Admin — Thu, 20 Oct 2022 15:21:29 +0000

Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement?

Myths and Misconceptions about Retirement Planning

SM_Admin — Wed, 23 Feb 2022 13:55:54 +0000

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the cost of medical care, and more. Let’s explore the reality behind some of the most common retirement planning myths.

If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes

SM_Admin — Thu, 29 Apr 2021 19:15:03 +0000

Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights.

A Look at America’s Most Popular Pension Plan: Social Security

SM_Admin — Fri, 26 Feb 2021 14:18:07 +0000

Approximately 50% of elderly Americans receive at least half of their income from Social Security. Let’s take a look at this important program and some of the changes we will see this year.