RichLife Advisors is dedicated to being your go-to resource for information needed to make informed decisions about all aspects of retirement. Founder and visionary, Beau Henderson, has dedicated his life to helping others plan for theirs through his many bestselling books, serving as a local and national media resource, hosting educational events, writing regular blogs, and hosting weekly radio and podcast shows.
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Right now is a great time to review your year-end financial planning strategies. It's imperative to get things in order and identify areas you'd like to discuss with your financial professional. That way, you will be ready for 2022 and beyond.
It doesn't matter who you are and how smart you are -- the data shows that the majority of Americans do not know how to optimize their Social Security claiming strategy... And, it's costing them hundreds of thousands of dollars in lifetime benefits.
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Lots of people make a BIG planning mistake when they begin to look at retiring before they turn 65. They forget that they still need health insurance coverage. And, that can end up looking like another mortgage payment if they have to purchase it before Medicare kicks in for them at age 65. In this Forbes Advisor article, I'm sharing the actual numbers we see every day in the office and a couple of solutions to ensure you don't go broke paying for health insurance before you turn 65.
2021 is coming to a rapid close, and historically low tax rates are quite likely to increase in the near future. Now is an excellent time to consider a Roth conversion. However, they can be complicated, so it's crucial to understand what’s entailed.
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Barron's just published an article including some of my thoughts about why non-financial retirement planning is just as, if not more important, than the financial planning most people and Advisors focus on.
![[Rethinking65] 2022 Retirement Strategies that Avoid Disaster Thumbnail](https://static.twentyoverten.com/5e9707abce710223d53221db/aeaAvilkXpI/TOOLBOX-BHenderson-2022-outlook-art-new.jpg)
Here's how Retirement Planning Advisors can help their clients avoid big mistakes in 2022 by preparing intentional and proactive plans.