Near Retirement Age

Couples and individuals who are nearing retirement have a crucial need: They need to know that they have saved enough to last the rest of their lives.

We help pre-retirees understand what their retirement can look like and how they can fund it while addressing potential red flags. We work with you to:

  • Develop an accurate budget for spending in retirement
  • Understand the options available through Medicare and the cost of those options
  • Review Social Security benefits, and identify the optimal time to begin drawing benefits to maximize the likelihood that your financial plan will be successful
  • Understand the mechanics behind taking portfolio withdrawals to support your financial needs
  • Assess the impact of a potential long-term-care need on your overall retirement plan

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