Planning for and Living in Retirement

Living Your Dream

Living Your Dream

Some people call it "retirement" but we prefer to think of it as having financial freedom.  Financial freedom means that you can choose to continue to work or run your business full-time, slow down a bit and let others do the heavy lifting or sell your business (or retire from your job) and walk away altogether.

The financial aspects of this stage are critical.  Just some of the decisions that we help clients make include:

  • When to claim social security,
  • Required Minimum Distributions from retirement accounts
  • Medicare decisions such as how to mitigate against IRMAA increases.
  • How to create your retirement paycheck
  • Which strategies for charitable giving make the most sense for the type of assets you have.
  • Mitigating market downturns
  • Tax strategies of taking income out of various investment vehicles.
  • ROTH conversions and whether or not they make sense for you (now or later).
  • How to mitigate against you or a spouse needing care.

There  are also emotional, social, physical and spiritual aspects of life after a full-time career. 

Check out our blog post that offers Simple Answers to your Most Complex Questions around retirement.

Our clients know that when they are ready, they have a plan for life and their finances.  

Our goal is for our clients to to live the lifestyle they want, whether that includes travel, maintaining multiple homes, paying for grandchildren’s college or all of that. Our mission is to have them know where their “retirement paycheck comes from and that they have a strategy for leaving a financial legacy.” 

If you or someone you know is thinking about that chapter, let's talk. We're here to help.

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