Click here for a retirement calculator and take a quick look to see if you can afford to retire. Let us help you coordinate your finances for a worry free retirement.
We can help you make sure you won’t outlast your money with proven strategies. Explore adjustments you can make today that get your budget where it needs to be.
Do you start at 62, 66, 70 or some age in between? We can help you decide what strategy is best for you. Learn what you could do before November 2015 and what you can now do with Social Security, Social Security Death or Disability benefits; what can you get and what can your family get?
Medicare Parts A, B, C and D; an alphabet soup of options to choose from which we can help you decide which options are best for your situation.
We can guide you in the best places to save in your last few years of work leading up to retirement. You stop working and need to start withdrawing money from your savings to live. We can help you decide the best places to take money from and the best time to take the money.
- Wills and trusts
- Power of attorney
- Health care proxy
- Living will
We can explain what each of these are, why they are important and how speaking with us will save you money with the attorney you choose.