Case Study: Retiring Early? Don’t Overlook Health Care Costs

Chief Investment Officer Troy Harmon, CFA, CVA, Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, team up to discuss how extra financial planning is needed if you intend to retire early—not because of a longer retirement period—but because of the significant health care costs between your early retirement age and when you are eligible for Medicare.