Near Retirement

Retirement Planning for those Nearing Retirement

While retirement planning  is a part of nearly every financial plan, a number of questions arise when retirement is just around the corner. In addition to helping clients confirm they are financially able to retire, we assist with a number of additional issues, including:

  • Developing an accurate budget for spending in retirement
  • Understanding the options available through Medicare and the cost of those options
  • Reviewing social security benefits and identifying the optimal time to begin drawing benefits to maximize the likelihood that your financial plan will be successful
  • Explaining the mechanics behind taking portfolio withdrawals to support your financial needs
  • Assessing the impact of a potential long term care need on your overall retirement plan

If you are interested in working with us to map a smooth path to retirement, contact us via e-mail or schedule an introductory call.

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