retirees and pre-retirees
Retirement has so many important decisions. It’s your first time making these decisions, but we’ve helped others just like you know with certainty that they can not only retire, but enjoy retirement.
We can help you answer questions like:
Can I retire? How soon can I retire?
What if something happens like a market decline or a health event?
How much can I spend during retirement? How will my spending change during retirement?
What assets should I use first?
How should my investments look now compared to when I was working?
How can I reduce my taxes during retirement?
What can I leave for my kids and grandkids, or my beloved charity?
Should I give to family or charity now, or wait?
What estate tax issues do I face? Is my estate plan in place and up to date? What can I do to avoid estate taxes?
