Settled into Retirement – And wanting to stay that way
- Unsure how long your money will last?
- Wondering if you could take more from your accounts?
- Worried you might be taking too much from your accounts?
- Concerned about also supporting your grown children or parents?
- Settled into retirement?
- Concerned about whether your money will keep up with inflation and outlast you?
- Wanting to gift money to your grown children?
- Interested in funding grandchildren’s education?
- Uncertain about long-term care and various Medicare supplement policies?
- Want clarity on required minimum distributions?
- Considering downsizing?
- Debating making a sizable charitable donation?
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk