Steve Vernon

Take action now to make sure there will be enough retirement income for the surviving spouse when one of you passes away first.

Hiring a financial adviser to help you transition into retirement is one of the most important decisions you’ll make; don’t be shy about asking penetrating questions.

Pre-retirees and retirees: Do your homework to make sure your adviser has the qualifications to help you with the critical decisions you face as you transition into retirement.

Don’t be swayed by scary headlines. Learn about the reality of Social Security’s financial status and act to protect your retirement.

Much of what you read about Social Security running out of money is wrong. Learn the facts about about how Social Security is funded.

It’s inevitable that one spouse or partner will live alone at some point in their life; plan ahead to make sure the survivor will be OK financially.

Shift your decisions from saving for retirement to living in retirement, and focus on the retirement decisions with the most impact.

Make a plan to support the life you want in retirement. Then, go enjoy your retirement!

Focusing on “the number” is the wrong way to decide whether you can afford to retire and it won’t help you manage your retirement finances.

Learn what Medicare doesn't cover and protect your health wisely. Unveil the gaps in coverage to make informed decisions before retirement.