Nearing Retirement


With retirement approaching, plans must be adjusted to protect your assets and strategies put in place to provide you with the retirement income you need. We work with our clients to help them address many important questions as they approach retirement:

As we approach retirement, how should we adjust our investment strategy and savings plan to optimize income in retirement?

What tax-efficient investment strategies are available to help minimize taxes in retirement?

How do we incorporate the timing and options of pension and social security income streams into our planning?

How do we prepare for health care costs in retirement and should we enroll in the Traditional Medicare option or the Medicare Advantage?

How do we reduce the impact of market volatility on our retirement assets?

How do we incorporate the effects of inflation on our retirement spending needs?

How do we prioritize our goals and ideal retirement scenario into a cohesive retirement plan?