Plan for retirement health care costs

Curious to know how much you will need to cover retirement health care expenses? Your costs will vary based on your income, age, health, location, and life expectancy, and on your Medicare or supplemental plans. I can help you determine an estimate of what your costs may be. It’s important to have a plan in place. By using our exclusive Confident Retirement® approach, I’ll help you navigate your options to cover your expenses and prepare for the unexpected — so you can focus instead on what you want to do next in retirement.

Do more with your cash reserves

Are you looking for better ways to grow and manage your cash? Explore our Cash Management Interactive Guide to develop a smarter cash strategy.

Email me your results from the guide and let’s begin a conversation about how we can get your cash working harder for you.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)