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?
Helping the Money Last —
Working with Lauren at XML has been a gratifying experience from the very beginning. Having a professionally and expertly managed retirement plan enables us to focus on other areas of life. We have peace of mind knowing that we are in good hands!
Dan and Laura W.
Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and the Advisor/XML.