October 2020 Benchmark Bulletin

Working in Retirement

While 74% of workers expect to work for pay after retirement, only 27% of retirees have actually done so. Retirees report both positive and negative reasons for continuing to work.

Incapacity and Advance Medical Directives

You may wish to take steps now to control your future health-care decisions with one or more advance medical directives.

Five Investment Tasks to Tackle by Year-End

It’s important to periodically review your investment portfolio to determine whether adjustments are needed to keep it on track.

Medicare Open Enrollment: It’s Time to Review Your Coverage

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2021.