We meet with our Fidelity financial planner every four months . Friday was our day . Some things she explained to us .
Do not take social Security till full retirement ( at least for the higher earner ) take from your retirement funds
When you go on medicare get plan F . according to her Plan F is the Cadillac and will be gone in a short time . Explained our highest expenses will be healthcare.
We spent 1 1/2 hour with her going over things with her ending saying please go enjoy yourselves . Call me anytime .
She is a mature planner and makes it all sound like retirement is a cinch and never sweat anything but health . Oh well DW will retire in less then 30 days and I am retired.
Do not take social Security till full retirement ( at least for the higher earner ) take from your retirement funds
When you go on medicare get plan F . according to her Plan F is the Cadillac and will be gone in a short time . Explained our highest expenses will be healthcare.
We spent 1 1/2 hour with her going over things with her ending saying please go enjoy yourselves . Call me anytime .
She is a mature planner and makes it all sound like retirement is a cinch and never sweat anything but health . Oh well DW will retire in less then 30 days and I am retired.