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Retirement Strategies

Couples and individuals who are nearing retirement have a crucial need: They need to know that they have saved enough to last the rest of their lives.

 

We help pre-retirees understand what their retirement can look like, and how they can fund it while addressing potential red flags. We work with you to:

  • Develop an accurate budget for spending in retirement
  • Understand the options available through Medicare and the cost of those options
  • Review Social Security benefits, and identify the optimal time to begin drawing benefits to maximize the likelihood that your financial strategy will be successful
  • Understand the mechanics behind taking portfolio withdrawals to support your financial needs
  • Assess the impact of a potential long-term-care need on your overall retirement strategy

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."


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