Retirement Planning

Retirement Planning Is About Identifying Your Concerns and Expectations 

Retirement Planning Is About Identifying Your Concerns and Expectations 

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.  


Can you answer these questions?

Below are common questions to ask as you approach retirement:

• Will I be able to pay my bills and live the lifestyle I want?

• How much can I spend each month when I am retired?

• When should I take my social security?

• How do I reduce my taxes when retired?

• Can I travel and take more vacations, or spoil my grandkids more?

• What do I do with my 401k, my 4013b, my IRA’s, my other investment accounts?

• How do I put together a retirement income plan?

• Do I need life, dental, and vision insurance and what type of medicare supplement should I have?

• What do I need to do to protect my spouse/partner should I become sick or die?

• Should I take my pension as a lump sum or a monthly guaranteed payment stream?

• How can I become debt free?

We will help you answer these and find the best solutions for with our Bucket PlanHolistic Retirement Planning Approach.  

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Are you 100% sure you are going to have a great retirement or do you have some doubt?

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Free Retirement Guide

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."



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