Designing Retirement
People Often Ask:
- Do I have enough money to retire?
- Will my pension cover my needs?
- How do I navigate Medicare options?
- When should I take Social Security, how can I optimize my Social Security benefits?
- What will my healthcare cost entail?
- Am I going to pay too much in taxes?
- Can I afford to move?
- Should I downsize?
- Can I afford a second or vacation home?
Living the Good Life into Retirement
Embrace Your Vision
Retirement looks different for everyone. Some people want to retire early and spend their days enjoying their freedom while other people are determined to work straight through.
Either way, it’s important to know what kind of life you want to lead in your later years and how you are going to pay for it, so you can enjoy the ride all the way through.
Our goal is to keep you from having to adjust your lifestyle in retirement.
Plan for the Retirement You Want
Together, we’ll look at your current earnings and expenses to see if you need to make changes in your spending, investing, and financial planning.
We’ll work with you and your tax advisor on how to minimize your tax liability, taking into consideration your resources such as a pension, social security, retirement distributions, etc. We’ll also prepare for what happens if you need custodial care.
Answers to questions about a second home, downsizing, relocating, working part-time or launching a new career, not to mention Social Security and Medicare, all factor into your overall strategy.
Your Retirement Starts Now
Whether it’s far off or just a few years away, it’s never too early or too late to save for retirement, no matter what your current financial situation looks like. It’s best to start early, but with strategic planning, anyone can start saving at any time for a comfortable and enjoyable retirement.
Embrace Your Vision
Retirement looks different for everyone. Some people want to retire early and spend their days enjoying their freedom while other people are determined to work straight through.
Either way, it’s important to know what kind of life you want to lead in your later years and how you are going to pay for it, so you can enjoy the ride all the way through.
Our goal is to keep you from having to adjust your lifestyle in retirement.
Plan for the Retirement You Want
Together, we’ll look at your current earnings and expenses to see if you need to make changes in your spending, investing, and financial planning.
We’ll work with you and your tax advisor on how to minimize your tax liability, taking into consideration your resources such as a pension, social security, retirement distributions, etc. We’ll also prepare for what happens if you need custodial care.
Answers to questions about a second home, downsizing, relocating, working part-time or launching a new career, not to mention Social Security and Medicare, all factor into your overall strategy.
Your Retirement Starts Now
Whether it’s far off or just a few years away, it’s never too early or too late to save for retirement, no matter what your current financial situation looks like. It’s best to start early, but with strategic planning, anyone can start saving at any time for a comfortable and enjoyable retirement.
