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Old-School Planning Strategies of the Past

by First Coast Wealth Advisor | Oct 22, 2014 | Healthcare, Planning tools, Retirement planning, Taxes

Rising prices, longer lives, volatile markets, and higher taxes are conspiring to rob millions of people of a comfortable and rewarding retirement. Will you be one of them? Are you using old-school planning strategies? Here’s why they don’t work today: 1. You’re going...

How to plan for rising healthcare costs in retirement

by First Coast Wealth Advisor | Aug 18, 2014 | Healthcare

If an apple a day keeps the doctor away, we may want to stock up on apples in retirement. Even with Medicare, healthcare will cost more than $400,000 in retirement. A recent report from the Employee Benefits Research Institute[1] indicates the out-of-pocket costs for...

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