We can help you and your family plan for retirement regardless of what stage your at. Whether you’re just getting started or you officially retired years ago we can help make sure you won’t run out money before you run out of time. Most folks spend their entire working lives building towards retirement, it is a huge transition! But, to retire without worrying about money takes careful planning. You need to consider what it will cost you monthly to survive vs what it will cost to thrive?
What will your taxes look like?
How much money can you draw monthly from your retirement savings?
Can you guarantee your withdrawals from your retirement savings?
What will your SSI be?
If your spouse dies can you continue the same life style?
If you end up in a nursing facility can you pay cash or will you rely on the state?