RETIREMENT PLANNING
Helping you build & preserve your wealth in your retirement years.
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 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…..
5 Reasons to Stop Caring About How Your Portfolio Stacks Up
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….
The Worst Mother’s Day Gift
Our mothers have such an important role in all our lives. They tirelessly care for us from infancy to adulthood, usually sacrificing the things they want to do or have for us. The job of a mother is a 24/7, 365, round-the-clock responsibility, and yet they still manage to show love and compassion along the way. In return, we celebrate all….
How Can I Get On Track for Retirement?
In my experience, I’ve found that many people want to get on track for retirement, but don’t take action because they feel overwhelmed, uneducated, or they think they’ll never be able to get on track, so they do nothing. However, there are a few simple changes that, if made….
Should Higher Earners Choose a Roth or Traditional 401(k)?
Using a Roth 401(k) can be a good strategy if you’re looking for tax-preferred treatment on your investments or retirement savings. After contributions are made on a post-tax basis, earnings grow tax-free and thus, withdrawals are tax-free as well. But, although the benefits may…
Here’s the Prescription
Improving someone’s financial health is a lot like improving their physical health. The challenges include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan. Click here to read the full article from Dimensional Fund Advisors.
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.