Suncrest Wealth Management, LLP

08/21/2026

Is forcing people into early ? Learn more here: https://www.aarp.org/work/careers/ai-job-impact/
Contact us; we’re always here to help!

New studies look at how the technology is affecting older workers

08/17/2026

How to calculate your life expectancy: https://money.usnews.com/money/retirement/aging/articles/how-to-calculate-your-life-expectancy
A crucial part of planning for is determining how long your retirement will last. Looking for options that could provide you with income for the rest of your life? Reach out to us to learn more:
https://suncrestwealth.com/contact/
We’re always here to help!

Understanding how long you could live is key to successful retirement planning.

08/10/2026

Ways you’ll know if you’re ready for : https://www.moneytalksnews.com/7-ways-to-know-if-the-time-is-right-to-retire/
Always here to help!

Millions of us can’t wait to give up the rat race. But before you retire, here’s what you need to weigh.

08/06/2026

Some older workers say is their whole strategy. But is it enough to rely on? Learn more here: https://www.usatoday.com/story/money/personalfinance/2026/08/05/social-security-retirement-plan-savings-magic-number/91163507007/
Helping you stay informed!

Nearly half of older workers plan to rely on Social Security in retirement, two recent surveys say. Retirement researchers are worried.

08/03/2026

Are you underspending in ? Learn more here: https://money.usnews.com/money/retirement/articles/underspending-in-retirement

Create a budget to see what expenses you can cover in retirement while still enjoying perks.

07/30/2026

Many Americans start earlier than planned, study finds, often due to circumstances outside of their control. Learn more at: https://www.usatoday.com/story/money/personalfinance/2026/07/23/americans-retire-sooner-than-planned-retirement-saving/91011967007/
Keeping you updated!

Americans are retiring sooner than they expect, and they have regrets.

07/26/2026

Retirees may need nearly $186,000 for , says Fidelity: https://finance.yahoo.com/healthcare/article/retirees-may-need-nearly-186000-for-healthcare--and-counting-121634615.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAALMsldUfncNW1pyvp2v3EgwwrkpGbwCjrXSfriJkq9ZLymwCz3bgqc8UIAwVX8tcYlvaCrU1rn68tbqZj7YNKp9OP62bnFmDEBd2Ht3L_NOFlA4AQBUnB4DG0D7EQpZzHhoYYYPSBWKP19GoXwWhg9G_A7ephSfyj6v7o6WQ-tv2
Keeping you updated!

On average, a 65-year-old who leaves the workforce this year may need $185,500 in savings to cover out-of-pocket healthcare expenses throughout retirement, according to Fidelity's annual survey.

07/23/2026

–scammers often target older adults. Learn more here: https://www.fbi.gov/news/stories/scammers-target-older-adult-victims
Here for your safety!

07/19/2026

Common money mistakes for to watch out for: https://www.aarp.org/money/personal-finance/gen-x-financial-mistakes/?src=psn

Overly conservative investing, tax blind spots and delayed planning can undermine savings

07/16/2026

is becoming increasingly difficult to achieve, new survey finds: https://www.moneytalksnews.com/retirement-is-no-longer-a-fixed-milestone-for-older-americans-new-survey-shows/
Keeping you updated!

If you’re moving into retirement fully funded and confident, consider yourself lucky.