Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA, ECA to help us understand what this means and what steps retirees can take.
Before You Raid Your 401(k), Watch This
More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.





