Approaching Retirement – There are no “do-overs”
- Can I afford to retire, and stay retired?
- How much do we have to live on?
- Will my money outlast me?
- Do I have the proper medical benefits?
- When should we take Social Security benefits?
- What are we going to do with our free time?
- Have we updated our estate planning documents?
- Are our investments allocated properly for income versus pure growth?
- What is going to happen to our tax situation?
Have these types of questions? We’re here to work through them together and bring comfort and clarity to your retirement.LET'S TALK