Resources to Help Get Your Retirement On-Track

Access our free resources to inform and empower your retirement planning process.

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Press Play on the On-Track Retirement Show

Tune into the On-Track Retirement Show to hear Lasting Mark Retirement Group’s Pat Schmidt share insights and strategies for intentional financial planning. Episodes answer common questions about tax planning, long-term care, investments and retirement planning.

Whether you’re nearing retirement or looking to optimize your current plan, Pat’s advice can help keep you informed and empowered. Visit myontrackretirement.com to learn more.

Listen Now

Learn About Retirement’s Potential Surprises

Are you prepared for health care costs in retirement?

Don't let medical expenses surprise you. Download our free “Don’t Let Health Care Expenses Derail Your Retirement” guide to learn:

  • How much you should budget for health care

  • What Medicare does (and doesn’t) cover


  • Options for long-term care coverage, and how you can prepare now

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Download Your Copy

This guide is provided for informational purposes only; it is not designed for an individual's personal situation.

Fill out your information below to access the guide.

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Make Memories. Make a Difference. Make Your Mark.

It’s never too early — or too late — to make the most of your finances and your future. Get started today by scheduling you On-Track Retirement Review.

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