Written for CFP Board
LetsMakeAPlan.org is CFP Board's website for people looking for financial planning guidance. As a CFP Board Ambassador, Jeremy writes for it on the questions families face as retirement gets close. Each article opens on LetsMakeAPlan.org.
February 29, 2024
Looking for a Financial Planner to Plan Your Retirement Income? Ask These 3 Questions
Retirement income planning is like climbing Mount Everest: the hardest part is getting back down safely. If you are interviewing planners, start here. Jeremy lays out three questions to ask any planner: whether they act as a fiduciary, how they create stable, predictable income, and whether they will guide every part of your financial picture.
Read on LetsMakeAPlan.orgMarch 18, 2026
Health-Care Costs in Retirement: What to Expect and How to Prepare
For anyone between 60 and 64, health care belongs near the top of the retirement checklist. Jeremy explains where Medicare leaves gaps, the two main ways to fill them, and how to build an all-in annual estimate that includes prescriptions and higher premiums tied to income.
Read on LetsMakeAPlan.orgJuly 23, 2025
Smart Summer Moves for Retirement Legacy Planning
A checklist for the legacy side of retirement: refresh your will and powers of attorney, build a digital legacy folder, confirm beneficiaries and titles, and have the family conversations that make the documents work.
Read on LetsMakeAPlan.orgAugust 25, 2022
Financial Tips for Building an Art Collection
How a collection fits into a financial plan, from budgeting for insurance and storage to cataloguing each piece and deciding whether it goes to heirs, a museum, or the market.
Read on LetsMakeAPlan.orgReady to Talk About Your Own Retirement?
These articles are general. Your plan should be built around your own dates, benefits, and goals, and the first step is a 30-minute Exploratory Call.
Schedule an Exploratory CallThese articles are published by CFP Board on LetsMakeAPlan.org. Each shows its original date and reflects the rules and figures in effect when it was written, some of which may have changed. CFP Board does not endorse RC Planners, and nothing on this page is a recommendation for any individual's situation.