Looking forward to the next chapter of your life? While retirement can be a rewarding and exciting new phase of your life, it can also be filled with worry and trepidation.
Make sure you are on the right track by developing a personalized financial plan. As fee-only financial planners and wealth advisors we can answer many of the questions that you will face in your retirement years:
Make sure you are on the right track by developing a personalized financial plan. As fee-only financial planners and wealth advisors we can answer many of the questions that you will face in your retirement years:
- Can I retire now or should I wait?
- What strategies can I use to reduce my healthcare premiums and expenses before I qualify for Medicare?
- How much income can I count on in retirement?
- What strategies should I implement to minimize taxes in retirement?
- What retirement "traps" should I be aware of and how can I avoid them?
- Are my investments in the right place to generate the income I need?
- What's the optimal way to withdraw my retirement assets to minimize taxes?
- How does my annual income affect my Medicare insurance premiums?
- When should I begin taking my Social Security benefits