Social Security Planning.
Consider downshifting into your retirement.
Plan on slowing down and have conversations with us about your work – what you like, what you don’t like, and what your preferred job would be.
You haven't lost your skills. You probably do your job better than ever. Many baby boomers’ eagerness to retire isn’t so much about the work but about the daily grind. They may feel retirement as their only out, yet have mixed feelings about it.
Think about what you like, what you don’t like, and what your preferred job would be. Could your job be more enjoyable? What would it take to stay on a few more years?
How do you know when to retire, or if you can make ends meet, or if you can maintain your current lifestyle when you haven’t had the chance to “practice retirement”.
How do you make your money last as long as you do?
How do you get the income you need in retirement so you don’t have to worry about your daily expenses or having a little fun?
Retirement planning is about more than assets, investments and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations and goals – it’s about how you feel and what you want.
Let us help you address common fears and concerns such as health care costs, outliving your money and the best time to file for Social Security benefits. With knowledge comes the confidence to help you be aware of how likely you are to reach your goals and whether you are on track.
Below are common questions to ask as you approach retirement that we will help you answer and find the best solutions for with our holistic retirement planning approach.
When you are ready, we are here to listen and to help you create a comprehensive holistic retirement plan that may get you where you want to be. Retirement planning is more than just "where do I put my money", although that is absolutely one important piece. However, it is important to take a holistic view, incorporating all areas mentioned above. Our holistic planning approach will help you:
We are here to give you a no obligation, no fee first or second opinion. Start this next new journey heading in the right direction!
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."