by PETER W. TUZ, CFA, CFP® | Jun 30, 2021 | Insights
There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement. There is nothing further from the truth in that thought that once we turn 65 Medicare will take over our health...
by PETER W. TUZ, CFA, CFP® | May 18, 2021 | Insights
One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high that you have lived in this...
by PETER W. TUZ, CFA, CFP® | Apr 14, 2021 | Insights
The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the U.S. government under the...