Retirees

_{Financial Management During Retirement}

Retirement is a time to sit back and enjoy your years of work and hard-earned money. Yet, many retirees struggle to enjoy their money without a plan. We offer a broad range of plans and solutions customized for your specific needs and goals in retirement.  Below are a few of the many issues that our clients commonly encounter.  

_{1. How much can we draw annually from our investment portfolio to supplement other sources of retirement income, while still making sure that our portfolio value keeps up with inflation?}

_{2. What are the optimal choices to make for required minimum distributions from our retirement accounts prior to reaching age 70 1/2?}

_{3. What investments should I spend first in retirement – taxable or tax-deferred retirement assets?}

_{4. Should we consider long-term care insurance? What are the key factors to consider?}

_{5. My spouse is not knowledgeable about (or perhaps not interested in) financial matters. Who can my spouse turn to for assistance if I am no longer available to handle our affairs?}

We apply a clear, well-defined and objective process to answer these questions and more. Contact us today!