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You have worked hard and now it’s time to enjoy retirement.  You have a lot of decisions to make though.  When should you begin taking Social Security?  How do you get signed up for Medicare and what type of plan do you need? What accounts should you be taking money out to live on?  What do you do with your employer retirement plan?

That’s even before you begin to think of the even bigger decisions you must wrestle with.  What will you do with all of your time?  What kind of legacy do you want to leave behind?

We can help you with:

  • Envisioning and preparing for life after full time employment
  • Determining whether you will outlive your assets and strategies to lessen that risk
  • Creating a retirement spending plan
  • Transitioning to a “second”, perhaps, more fulfilling career
  • Choosing appropriate investments for your needs
  • Estate planning
  • Social Security decisions
  • Medicare and healthcare decisions
  • Pension decisions
  • Employee retirement plan decisions
  • Structuring your income to lower your tax bill
  • Leaving a legacy
  • Guiding you through the process after a significant other passes away
  • Charitable planning
  • Gifting strategies