NEARING RETIREMENT

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Considering retirement is exciting! It can also be scary. How do you know if you can retire? How should you coordinate retirement income and investments?
 
Seeing a plan before you retire takes away the anxiety before deciding to retire and keeps you from wondering “what-if” after.
 Topics for pre-retirement clients

Investments

Retirement 

 
  • Can I retire?
  • Do I have enough to retire?
  • When should I start collecting Social Security?
  • Which Social Security claiming option should I use?
  • How do I coordinate my pensions, Social Security, and retirement investments?
  • How much more money do I need to retire?
  • How long will my retirement money last?
 
  • How should I invest during retirement?
  • Should I have less aggressive investments during retirement?
  • Should certain investments go in specific accounts?
  • What other investments should I be considering?
  • Will my investments provide income throughout retirement?

Insurance 

Estate Planning 

 
  • Do I still need life insurance?
  • Is there anything I can do with old life insurance?
  • Can I use my life insurance to purchase long term care insurance?
  • When should I get long term care insurance?
  • Can I use insurance cash value for retirement?
 
  • Do I need to update my will, trust, and beneficiaries when I retirement?
  • Who will receive my benefits when I die?
  • How can I lower my estate taxes?
  • Will my children pay estate taxes?
  • How do I bequest money to charity?

Retirement Benefits

Income Planning

 
  • What is the best way to get retirement income?
  • Which retirement benefits should I take first?
  • Should I wait to take Social Security?
  • When should I take my pension?
  • Should I take a lump sum?
  • How do I get health insurance before Medicare?
  • Should I use a Medicare supplemental plan or Advantage plan?
Schedule a free no obligation “get-to-know-you” meeting to discuss your questions.
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