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Medicare and Retirement: What You Need to Know Before You Leave Your Employer Plan

Medicare and Retirement: What You Need to Know Before You Leave Your Employer Plan

Mar 6, 2026

For many Americans, retirement brings freedom, flexibility, and the opportunity to enjoy the next chapter of life. But before leaving an employer health plan behind, it’s important to understand how Medicare works alongside retirement planning. Healthcare is one of...

IRA Beneficiaries and Contribution Limits: Today’s Slott Report Mailbag

Mar 5, 2026

  By Sarah Brenner, JD Director of Retirement Education Question: Is it wise to designate a grandchild as primary beneficiary for IRA accounts? Answer: You can choose to name whomever you want as your IRA beneficiary. If you want your IRA funds to go to your...
The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future

The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future

Mar 5, 2026

When most people think about retirement planning, they focus on the obvious questions: Will my savings last? How much income will I need? When should I take Social Security? But there’s one major expense that often catches retirees off guard. Healthcare. In fact,...
The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future

The Retirement Wildcard: How Healthcare Costs Can Impact Your Financial Future

Mar 5, 2026

When most people think about retirement planning, they focus on the obvious questions: Will my savings last? How much income will I need? When should I take Social Security? But there’s one major expense that often catches retirees off guard. Healthcare. In fact,...

Rolling Over Your Retirement Plan? Here Are 5 Things to Know About Your RMD

Mar 4, 2026

By Sarah Brenner, JD Director of Retirement Education These days many Americans are still working long beyond what has traditionally been retirement age. This may be by choice or by necessity. If this is your situation, you may be keeping funds in your employer plan...
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Recent Posts

  • Medicare and Retirement: Why Turning 65 Is More Than Just a Medicare Decision
  • Form 8606 and the Pro-Rata Rule: Not the End of the World
  • The Retirement Mistake Nobody Talks About: Having a Plan But Never Updating It
  • Accessing 401(k) Funds While You’re Still Working
  • Weekly Market Commentary
  • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
  • The Medicare–Social Security Timing Puzzle: How One Decision Can Affect Your Retirement Income
  • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
  • 3 IRA Tax Breaks for Same-Sex Couples
  • Roth IRA Conversions Do Not Count for Roth IRA Contribution Eligibility

Contact Us

Business: (910) 833-4638
Email: sherri@safeharbouradvisors.com

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Our Location

540 Causeway Dr, Suite #C
Wrightsville Beach, NC 28480
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Meet the Author

Jim E. Sloan is the founder of Jim Sloan & Associates, LLC, a comprehensive wealth management firm located in The Woodlands, Texas. Jim is an Investment Adviser Representative providing investment advisory services through AE Wealth Management, LLC, an *SEC Registered Investment advisor. This relationship allows Jim Sloan & Associates, LLC to bring institutional-level experience, practices, and pricing to individual families. Jim is also a licensed insurance agent in Colorado and Texas. This is Jim’s sixth financial book and is aimed at helping investors become financially informed. Jim is a U.S. Army veteran, native Houstonian, and lives in the Woodlands, volunteers with several local charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.
*Registration of an investment adviser does not imply any level of skill or training.

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What’s Inside

Do you have a process to help make major financial decisions in your life? Oftentimes, the average investor, even sophisticated investors, typically do not have a process to help them arrive at sound financial decisions. This book shines a light on this topic along with how investors could begin making major financial decisions based on facts, logic, and math, rather than emotion, opinions, and missing information. Become informed and potentially save a bundle along the way.

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