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Nearing or in Retirement

Retirement Planning & Income Strategies

You've Worked Hard to Get Here, It's Time to Enjoy it!

As the famous cartoon Calvin and Hobbes put it, "There’s never enough time to do all the nothing you want." Isn't that the truth? As you plan for and enter retirement, it's amazing all the opportunities that present themselves. Volunteering. Household projects. Hobbies. Honey Do Lists. More time with family and friends. With a solid financial plan, retirement income strategy, and proper estate planning, you can better appreciate all that your retirement years have to offer with less worry and less regret. 

I enjoy working with individuals and couples nearing retirement. It's exactly that type of home-stretch, approaching the finish line work that can be so rewarding. As your partner, I can help you evaluate and devise a plan for the next season of life...wherever that might lead you.

Retirement Income Planning

As you near or enter retirement, you may start to think about how you are going to keep paying the bills without a regular "paycheck" coming in. That's where I can help you with retirement income planning.

Here are some questions you have thought of:

  • Which assets should I draw from first?
  • How much can I withdraw?
  • When do I have to take money out of an IRA or retirement plan?
  • How does income affect my Medicare costs?
This simple, easy to understand Five Ways to Stay Confident in Retirement guide can get you started, and I can help you carry out your plan for the future.

Download the Guide Now

Download the Budget Worksheet

Financial Planning

Now that you are retired or about to retire, financial planning is still critically important. It's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision. 

In a report published by Russell Investments, they outlined 5 areas where working with an advisor can bring value. It's more than picking investments and rebalancing your accounts.

You can download the report below to see what Russell Investments had to say.

See the Value of Advice

Estate Planning

If you haven't already begun to plan your estate, now is the time to start. If you already have a plan, be sure to review and update it on a regular basis. 

While a will is vitally important in estate planning, you can't stop there. Things like beneficiary designations, protection of assets, medical and financial directives, powers of attorney, and leaving a legacy are all part of a solid estate plan. I help guide clients through these sometimes difficult and complex conversations. Believe me, these conversations are much better had ahead of time rather than after a life changing event occurs. 

Read the Special Report Now

Interested in Learning More?

or Contact Us.