Medicare covers a lot, but not everything. From dental and vision care to long-term care, many health expenses in retirement can still come as a surprise. In this intellicast, we’ll break down what Medicare does (and doesn’t) cover and explore strategies to plan ahead. You’ll gain the knowledge and confidence to prepare for health care costs in retirement, so you can focus more on enjoying your future and less on worrying about the bills.

Health benefits can feel complicated, but they’re one of your most powerful financial tools. From lowering out-of-pocket costs to protecting your long-term security, smart benefit choices can make a big difference.

Want to make sense of what the markets are doing—and what it means for you? Watch our semiannual intellicast webinar, where our team breaks down the latest market trends in plain English and shares practical insights to help you stay confident and on course with your investment journey.

The years leading up to retirement can bring new questions about income, healthcare, taxes, Social Security, investments, and estate planning. In this intellicast, we discuss key pre-retirement topics to understand as you prepare for the transition from work to retirement. This educational session can help you become more familiar with the decisions, considerations, and planning conversations that may arise as retirement gets closer.

Retirement changes your tax picture, but with the right planning, you can keep more of what you’ve earned. In this intellicast, we’ll cover key tax strategies to consider before and after you retire, from timing withdrawals and managing income sources to minimizing taxes on Social Security and investments. You’ll leave with practical insights to help make your retirement income last longer and work harder for you. Disclosures apply. This session is for informational purposes only and does not constitute personalized investment or tax advice

Balancing the needs of growing kids and aging parents—while also planning for your own retirement—can feel overwhelming. In this intellicast, we’ll explore the unique financial challenges of the Sandwich Generation and share practical strategies to manage competing priorities. From budgeting and saving to protecting your retirement goals, you’ll gain insights to care for the people you love without sacrificing your own financial future.