Rockstars In The Making: Tom And Louise

Do you know if you are on the right track to rockstar status? Tom and Louise are continuing to work until their Medicare eligible. As most folks know, healthcare is expensive. Jeff breaks down their monthly expenses, social security, and pension, and decides if they are on the right track to comfortably retire. This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

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