RETIREES

Do you know whether your assets will be sufficient enough to last through your retirement years?

​

During today’s uncertain economic times and volatile markets, are you asking yourself:

• Am I on track to reach financial independence? 

• How much will I need, and how much is enough? 

• Are my retirement goals feasible, and what do I need to accomplish between now and then to achieve them?

• Are there steps I could be taking to preserve my savings from loss?

If you're already retired, perhaps you are asking:

• How much of my savings can I spend without compromising my income?

• When and how much should I begin drawing from my retirement plan?

• When and how should I reposition investments to generate income, especially in a low interest environment? 

• When should I take Social Security or early retirement from an employer?

• How can I best supplement Social Security income? 

• How can I manage my income tax liability? 

• What is the best way to help assure my income keeps up with inflation?

• Am I doing all that I can to protect my estate as it passes to my heirs?

• How can I protect my savings should a medical crisis or long term care need arise?