RETIREMENT PLANNING
Helping you build & preserve your wealth in your retirement years.
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Retirement Planning Services
Our retirement planning services help clients approach their retirement with the clarity and confidence needed to truly enjoy their post-working years.
We help with crucial retirement planning items like:
- When can you safely retire?
- How to maximize your retirement income?
- How to protect against running out of money?
- How to provide reliable paychecks after you stop working?
- How to maximize Social Security?
- How to optimize your Medicare coverage?
- How to plan for unexpected future events?
Retirement planning is all about creating a road map that is unique to you. We provide a customized, digital financial plan that allows you to see the potential impact of certain “what-if” scenarios that may be of concern to you. This could include the possibility of a long-term care event, reduced Social Security benefits, or even an extended life expectancy.
On the positive side, we can also show you how your plan looks if we add in allowances for things like travel, gifting to grandchildren, or purchasing a new car or home.
Because we specialize in working with individuals 50 and older, we are also well-versed with important topics like Social Security and Medicare, which are often misunderstood by new and aspiring retirees. We’ll guide you every step of the way to help you make the best decision possible with these two major pieces of your retirement plan.
For a free retirement analysis, click the button below to schedule a 15-minute call.
Step #1: Schedule 15-Minute Phone Call
Additional Retirement Planning Resources
5 Key Ingredients to a Good Financial Recipe
In my experience, a good dish usually begins with good ingredients and a good recipe. The right amount of those ingredients, mixed together in the proper order, and cooked for a designated amount of time, can turn into something special. The same goes for getting positive financial….
5 Things the SECURE Act Has Changed for Individuals
In December of 2019, the SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law, triggering several changes for individual investors and employers that offer or have considered offering retirement plans. The SECURE Act was the latest major financial….
What Tax and Contribution Limit Changes Will Take Place in 2020?
More changes are coming for 2020 as contribution limits are set to increase once again. This is good news for those looking to defer more of their income to their retirement accounts. See below for some of the major highlights of the tax and contribution limit changes that are set to take place in 2020.
Income Planning: Different Than Financial Planning?
Retirement nest eggs do not grow themselves. Getting to retirement typically takes years of hard work, a few good investment choices, and an incredible amount of discipline. But, while the formula for success in the years leading up to retirement, or the accumulation...
5 Investing Lessons Football Taught Me
As a former athlete, I’ve had the benefit of being around many great coaches over the years, and with great coaches come great one-liners. Although simple, and sometimes cryptic, these teachable sayings carry much weight. Within them are lessons that are are lessons that are not only applicable….
When Can I Access My Retirement Accounts?
Retirement accounts offer attractive tax benefits that make them a key part to long-term financial planning. However, with those benefits, there are also certain limitations and restrictions to investing in a retirement account. One of the primary limitations is that the money you save into retirement.
How the Financial Media Hurts Investors
Isn’t it interesting how human beings are drawn to drama? For some reason, we watch the news more when there is a crisis, tragedy, or natural disaster taking place. This is precisely why the financial media is always incentivized to create a crisis. This is bad for investors because it causes some….
Are Annuities Bad for Consumers?
Q: Are annuities bad for consumers? A: Like many things in the world of investing, it’s almost impossible to make a broad generalization about a specific investment and then claim that the generalization will apply to everyone. That’s the downside of any broad generalization, whether it’s regarding a type of investment or…
What Financial Advice Should I Give My Child?
Q: My children are getting older and one just graduated from high school. What is the best advice I can give them about money? A: First off, congratulations to your child on graduating! This is a great question and a perfect time to explore some key financial concepts with your…..
How Does Your Portfolio Stack Up? 5 Reasons to Stop Caring
Regardless of what stage of life you’re in, it’s natural to wonder how your portfolio stacks up to that of your peers. In fact, I’ve received that very question quite often. People will say, “How are we doing compared to your other clients?” And while it is a mostly innocent question, it couldn’t be….
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.