Our February webinar focused on Planning for Health Care & Longevity in Retirement. The presentation covered topics including retirement spending, longevity, and how healthcare will change as you transition into retirement. Melissa Joy CFP® founder of Pearl Planning presented this 19- minute informative webinar.
If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited.
[1:01] Retirement spending
[6:21] Questions to ask yourself in retirement
[9:50] Housing: Questions to Consider
[12:19] Types of long-term Care Insurance
[13:28] Considerations when preparing for an early retirement
[14:56] Will health care change as I transition into retirement?
[15:38] Health savings account
[16:47] Do you have the right decision makers in place?
Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes learn more about the potential risks and benefits of Donor Advised Funds, please contact us. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.