If you are getting close to or in retirement you no longer have the luxury of time to help recover from big mistakes. If any of the following questions are top of mind let’s schedule some time to talk;
How much money do I need?
How much can I afford to spend in retirement?
How do I turn everything I’ve saved into recurring monthly income?
Should I incorporate preferred stocks, high yield bonds or annuities?
What should I do with my pension?
I wonder if my money will last as long as I need it to?
How much should I take out of each type of account to minimize taxes over time?
When should I take social security?
How expensive will health care insurance be before 65?
What’s the best way to position my assets to support myself and leave a legacy to my family or charity (not the IRS)?
How should I handle any outstanding debt before retirement?
How much risk should I take with my investments now?
Am I paying a fair and reasonable amount without a bunch of hidden costs within my investments to keep as much return as possible?
Gain peace of mind and better control of your financial life