By the time you read this, I will have retired. I officially retired from Penn Mutual on March 31, and I was asked if I would share my retirement planning journey.
The Bipartisan Budget Act of 2015 signed into law November 2, 2015 effectively eliminates two popular Social Security claiming strategies: file and suspend and file restricted.
This week is Retirement Planning Week. It’s a week for action, not for contemplation. What does that mean for you? Here are five specific actions you can take this week.
Data from Social Security and the Employee Benefit Research Institute (EBRI) show that people retire much sooner than they plan to.
First name *
Last name *
Welcome to Perspectives on Life, Penn Mutual's blog. Our goal is to share insights, ideas and stories on the possibilities of life insurance. Please visit often, and join the conversation!
Eileen C. McDonnell
Michael Clark, M.D.
Cheryl D. Creuzot
Roy Lenzo III
Assistant Vice President,
Copyright © 2018 Penn Mutual. All Rights Reserved.