First, Jeff and Camille look at what to expect in financial law changes in the new year, including new IRS rules, Social Security adjustments, and more. Then they take a look at baby boomers being the latest group of retirees but also the first Gen Xers getting into retiring, and what they should be doing to prepare for when it's there turn to pull the trigger.

Today Jeff and Camille look at various financial resolutions you might make for yourself going into 2024. They also take a look back at some of the unknown factors that can affect retirement planning.

People heading for retirement have numerous concerns when it comes to their money, including inflation, health care costs, and running out of money. Today Jeff and Camille discuss various strategies to help clients plan for the various twists and turns retirement can bring so that their money will be there when they need it most.

There are several areas that are never exactly certain when retirement approaches - how long you may live, the cost of health care, market performance, taxes. These are several things that still need to be accounted for, and today Jeff and Camille look at some of the ways they can help clients to best plan in each of these areas.

Jeff and Camille go over a checklist for you to keep track of regarding financial moves to make before the end of 2023, and especially by the end of November. They also go over a retirement "tool kit" that involves a number of potential strategies for you to use in your plan, depending on your specific situation.

Three of the most important things to put on a retirement planning list are income, health care costs and taxes. Today Jeff and Camille take a look at these areas and how best to plan so that each is covered.

There is no retirement without income, and a portion of everyone's income needs to be guaranteed to cover typical monthly expenses. Today Jeff and Camille address how to protect the portion of your retirement savings dedicated to income so that it produces exactly what you need, month after month, and also how to plan for future inflation and higher costs of living.

When can I retire? Have I saved enough? Will my money last? Those are three of the four big questions most people have as they approach retirement. Today Jeff and Camille discuss how a financial professional can help answer those questions for any given client, as well as making preparations for those left behind to continue their lifestyle in the event of someone passing away.

It isn't what you make, it's what you keep that counts. That especially goes for retirement, where you likely are on a more fixed income. Today Jeff and Camille address how to take your retirement savings and turn it into income, to make sure all your expenses are covered and you can focus on your lifestyle.

Long term care, losing a spouse and longevity risk are three things which, if not planned for, can sink any retirement plan. Today Jeff and Camille look at each of these issues in detail and how to make sure they are accounted for in your plan.