Financial Considerations in Your 60s

Ready to make the most of your next chapter? Your 60s bring big decisions — from Social Security timing to Medicare enrollment to the transition out of full-time work. We'll help you navigate it all with clarity and confidence.

You'll learn how to:

• Choose the Social Security claiming strategy that maximizes your household income
• Navigate Medicare enrollment and coverage options
• Prepare financially and personally for the transition out of the workforce
• Protect your legacy with estate, insurance, and long-term care planning
• Avoid common retirement pitfalls like underestimating expenses and inflation

Plan today so you can enjoy tomorrow with confidence and peace of mind.