Could healthcare costs derail an early-retirement date that otherwise looks achievable? Amy Ross explains why the years before Medicare can create a costly planning gap, especially for workers considering retirement in their early sixties. She also explores federal and state employee benefits, long-term care, Medicare choices, inherited accounts, and the tax complications that can accompany a family legacy. A featured conversation with Brad Jenkins examines algorithm-driven portfolio management and the changing relationship between domestic companies, international exposure, and market sectors.

Amy Ross and the team at Gold Shield Wealth are dedicated to helping adults plan for and manage the hurdles they may face on their journey to retirement. For more information and to schedule your initial no-cost consultation call 843-585-5223 or visit GoldShieldWealth.com!