Start With Your Retirement Questions
Explore these educational articles before your next conversation with James Mehok. Use them to identify the questions and tradeoffs you would like to discuss.
Can I Retire at 60?
Review five questions about your timeline, spending and resources.
Read: Can I Retire at 60?
Your 401(k) Before Retirement
Explore how workplace retirement savings fit into your broader retirement decisions.
Read: What Should I Do With My 401(k)?
Social Security at 62, 67 or 70
Consider how claiming age relates to your income needs and other planning priorities.
Read: Comparing Social Security Claiming Ages
Explore the Broader Library
Browse educational material about retirement, investments, estate considerations, insurance, taxes and other financial topics.
Browse the Financial Education Library
Connect What You Read to Your Own Goals
Educational articles provide a starting point. Your circumstances, priorities and available options deserve their own conversation.
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