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Tips, stats and true stories to help you retire ready

 
Tips, stats and true stories to help you retire ready

The best retirement advice? Be flexible

In revealing audio clips, clients share the unexpected challenges they found in later life — and the financial choices they had to make to adjust.

How will I know when I've saved enough for retirement?

Forget the rules of thumb you may have heard. Merrill strategists offer tips to help you figure out what may be right for you.

Plus: 10 tips to help you boost your retirement savings — whatever your age.

Balancing your financial needs with those of your kids and parents

People in their 30s, 40s and 50s are trying to juggle sometimes-competing financial goals. These insights may help.

When should I begin drawing Social Security?

Waiting to claim your benefits can result in more income — but waiting isn't for everyone. Our retirement strategist answers your questions and offers useful insights.
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Footnote 1 "Home in Retirement: More Freedom, New Choices," Merrill and Age Wave, 2017.

Footnote 2 EBRI, 2019; 90% certainty to cover Medigap premiums, Medicare Part B premiums, Medicare Part D premiums, and out-of-pocket expenses for retirement at age 65 assuming median health-related costs through retirement. Estimates exclude costs of long term care; 2019 dollars.

Footnote 3 "Family & Retirement: The Elephant in the Room," Merrill and Age Wave, 2016.

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