Our Useful Guides
Learn More About Your Financial Journey
Browse our complimentary guides & download instantly!
At Morin Associates, we create a customized plan based on your own values and beliefs about money that reflects your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Navigating The Medicare Advantage
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to one study. Unfortunately, the Medicare system can be quite complex, leading many retirees to miss out on an accurate and comprehensive assessment of their options on an annual basis. Don’t be one of them.
The Ultimate 401(k) Guide
We all know that a 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely need to rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly.
