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Image for How will I cover health insurance and medical expenses?

How will I cover health insurance and medical expenses?

October 11, 2022 | David Edmisten, CFP®

One question unique to those who are retiring early is figuring out how to cover health and medical needs. Many people who retire early are shocked to learn just how expensive an annual health insurance premium can be when they are paying the full premium themselves.
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What is your "Why"?

August 10, 2022 | David Edmisten, CFP®

What is the reason you are considering retiring early? Some will answer that they want to have more control of the pace of their life. Others want to spend more time with loved ones. Some long to travel, to accomplish goals that have had to remain on the sidelines due to career demands. Some people are concerned with their health and want to be able to dedicate more time to their well-being.
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Image for When should you consider a Roth Conversion?

When should you consider a Roth Conversion?

August 10, 2022 | David Edmisten, CFP®

Corporate employees who choose early retirement often have many questions on what strategies they can use to save on taxes in retirement. One strategy worth considering is converting funds in a Traditional/Rollover IRA to a Roth IRA, i.e. a Roth Conversion.
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Image for 7 Key Questions to Answer Before You Retire

7 Key Questions to Answer Before You Retire

August 10, 2022 | David Edmisten, CFP®

If you're thinking about retiring, congratulations! Many people reach a point where they consider taking a different path in life. There are 7 key questions you must answer so that you can enter retirement confidently and successfully.
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