April 2025: Retirement Readiness

Andrew Rose, CFP®, CLU®, RICP®

March 31, 2025

This month’s Retirement Readiness newsletter features helpful
information on navigating retirement pitfalls, tips for managing healthcare costs in retirement, and common assumptions about retirement. It also includes tips on how to avoid retirement savings mistakes as we celebrate National Financial Literacy Month this April. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

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Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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