He would rather retire at age 65, when he is eligible for Medicare for his health insurance.
He would like to delay Social Security to age 67, so he can get the maximum benefit.
I would love to sit down with him and discuss his situation. A few small adjustments and he could probably hit his goals. It just might not involved him using the same skill set he developed over his prior working career.
He lost his job at age 63.
He would rather retire at age 65, when he is eligible for Medicare for his health insurance.
He would like to delay Social Security to age 67, so he can get the maximum benefit.
I would love to sit down with him and discuss his situation. A few small adjustments and he could probably hit his goals. It just might not involved him using the same skill set he developed over his prior working career.
In this day & age, I’m pretty curious what actionable advice you’d have to offer, all due respect. 🙇🏼♂️🖖🏼