You Have Questions, We Have Answers
We are retirement income and IRA distribution experts. We’ve been providing answers to retirees and pre-retirees for over 30 years.
We are retirement income and IRA distribution experts. We’ve been providing answers to retirees and pre-retirees for over 30 years.
Spring is a time of renewal. A time to clean out the old and plant the new. A time to recommit to our values and reinvigorate our efforts towards our goals. It’s also a time to get outside and get a breath of fresh air. To reevaluate our actions and to recalculate our path.
Don’t worry about the things you can’t control and concentrate on the things you can. With the markets reaching all-time highs last year, many people are wondering how long it might be before they retreat, how far they might decline, and how long they might be down.
When most people think of retirement planning, they think primarily of the financial aspects of retirement. How much will I spend each month? How much money do I need to have accumulated to create an income large enough to cover those expenses? When should I claim my Social Security benefits? Will I outlive my money?
One of the most frequent concerns of clients and prospects is nearing retirement is what can I be doing today to make sure I can retire in the next 5 years. So, I have compiled a list of 9 recommendations for what to do when you are 5 years from retirement.
Retirement should be a time of rejuvenation, joy, and adventure. But for many, it is a time of uncertainty and worry. There are so many details and decisions to be made: How much income can my savings provide? Will I outlive my nest egg? Will I be able to afford healthcare in my later years? What about long-term nursing home care? When and how should I claim my Social Security? Who can I trust to give me unbiased information about my concerns? How do I get organized and simplify my finances?