Retirement RoundtableRetirement Roundtable
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Is Your Retirement Plan Built for a Longer Life?

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Living longer can change everything about retirement planning. John Scallan discusses longevity risk, Social Security timing, retirement income strategies, and evaluating fees that may no longer provide value. He explains why a retirement plan should be stress-tested for a longer lifespan and how distribution planning can impact taxes, Medicare costs, and long-term financial flexibility. John also shares why regular plan reviews remain an important part of retirement planning.

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Retirement Roundtable

At Cypress Financial Group, we are committed to helping you pursue your long-term financial goals. A 
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