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BMM ArticlesA Wealth of KnowledgeVideo GalleryThe Retired Advisorwith Bill Schmick

Tag: healthcare costs

Money In Motion | 5 Critical Moments for Financial Choices & What to Do

June 8, 2022October 31, 2022 by Allen Harris

Families and individuals have the most to gain – or lose – when money is in motion. Whether you’re building wealth or spending it, one thing is for certain: this is a critical moment for good financial choices. Here are five common situations where you will find that your money is in motion, and what to look out for in each one: Leaving your job American workers leave their jobs, on average, once every 4.1 years, which means your money may be in motion due to a job change as many as 10 to 12 times in your lifetime! Whether…

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How much does health care cost in retirement?!

July 6, 2021July 6, 2021 by Allen Harris

Let’s not bury the lead. According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple aged 65 in 2021 may need approximately $300,000 saved (after tax) to cover healthcare expenses in their retirement. Fidelity has been tracking this data for years. I cover how retirees can prepare for this in my still-untitled second book. (It will probably be printed sometime in late 2021.) I devote considerable time to healthcare costs because it can change the way retirees prioritize spending in their golden years. If you have a $10 million portfolio, the cost of health care may not…

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