Healthcare costs are one of the largest expenses in retirement. Learn how to plan for Medicare, out-of-pocket costs, and strategies like HSAs and long-term care insurance to protect your financial security.

Navigating pension benefits can feel overwhelming for frontline professionals, but thoughtful planning can maximize your retirement security. Discover strategies to optimize your pension benefits while balancing financial stability, purpose, and family values.

Deciding when to claim Social Security is crucial for your retirement plan. Learn the pros and cons of claiming benefits at 62, 67, or 70 to maximize your income and align your decision with your life goals and family priorities.

Preparing for retirement involves more than just saving. This blog covers seven key considerations, from understanding Social Security to managing market risk, helping you make informed decisions for a comfortable retirement.

Investment decisions can be overwhelming, but asking the right questions makes all the difference. This article explores three essential questions every investor should ask their financial advisor: What’s my asset allocation? What are my total fees? What’s my portfolio’s performance? By understanding these key factors, you can make informed decisions that support long-term financial success.

Read the full article to learn how Retire With Swan helps simplify your retirement planning process and ensure your investments align with your goals.

Generating enough income in retirement requires a well-thought-out strategy. This blog explores 12 proven methods, from using the bucket strategy to protecting against inflation, ensuring your savings last throughout retirement.

A financial advisor does more than just manage investments—they guide you through critical financial decisions. This blog highlights four ways advisors add value, from preventing emotional mistakes during market swings to helping you make informed purchasing decisions, avoid investment traps, and navigate complex retirement plans. By working with a trusted advisor, you can ensure a secure financial future. Read the full article to discover how personal, human guidance can make a difference in your retirement planning.

Thinking of retiring early? This blog outlines the key financial factors you need to consider, from Social Security benefits to healthcare and long-term care planning, to make your early retirement a reality.

This article highlights four ways financial planners are relatable, including managing debt, needing accountability, and navigating missed opportunities. It reminds readers that planners are regular people, too, and their financial journeys often mirror those of their clients.

Wondering how to navigate retirement savings options? This blog covers the three basic decisions you need to make—how much to contribute, how to allocate your assets, and how to choose the right funds—for a successful retirement plan.

If you’re wondering whether it’s time to seek professional financial advice, this blog covers five key signs that indicate you could benefit from a financial planner’s help. From navigating life changes like marriage and career transitions to making big purchases or growing your family, a financial planner can help guide you through complex decisions and ensure your long-term financial security. Read the full post to learn more about how personalized guidance can help you achieve your financial goals.

Financial planning isn’t just about numbers—it’s about aligning your money with the life you want to live. This blog explores the one critical question every financial advisor should ask: “Are you trying to make a living, or a life?” Learn how a personalized financial plan can help you reach your goals and live the life you desire by mapping out your dreams and matching your finances to your values. Read more to discover how Swan Capital Financial Planning helps clients plan for a life of purpose.

Discussing money with your financial advisor can sometimes feel uncomfortable, often referred to as “the ick.” This blog explores how to overcome that feeling by building trust, clarifying communication styles, and prioritizing financial education. By fostering an open and transparent relationship with your advisor, you can reduce discomfort and work together confidently toward your financial goals. Read the full article to learn more about navigating these sensitive conversations.

Planning for retirement starts now. This blog provides a simple checklist to help you manage your savings, debt, and insurance, and ensure you’re on track to meet your retirement income goals. Read on for essential steps toward financial security in retirement.

In your 50s and feeling behind on retirement savings? This blog provides essential strategies to boost your savings, from maximizing 401(k) contributions to downsizing your home.

Planning for retirement involves more than just saving. This blog outlines five critical problems to solve, from managing risk to preparing for health care costs, ensuring you can enjoy a financially secure retirement.