Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Scenario planning shouldn't stop at retirement. Take married clients down that dark path of imagining what their situation might look like when one of them dies or becomes incapacitated. An early dose of reality can help you build a financial foundation for the surviving spouse.
Economic and market pressures have forced many baby boomers to rethink their retirement schedule. A recent study can help you step near-term retirees through the recalculation process by quantifying their possible Social Security benefits, asset allocation, and income needs to arrive at a Plan B retirement date.
Couples may not realize that each spouse has a different vision for retirement. He may want to golf, while she wants to travel. Not to mention the added damage the latest market meltdown may have inflicted on their savings. Help couples prepare both financially and psychologically for their golden years with these tips on communicating, debt, long-term care, and Social Security.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025