Retirement Planning
Retirement Planning includes all the aspects of a comprehensive Financial Plan but with additional planning items included that are important to this phase in your life.
In addition to the standard financial planning items, we will take a deep dive into:
- Social Security income options
- Pension payout options and/or ‘creating' your own pension
- Medicare and Medigap planning
- Building an income stream while in retirement
- Planning for Required Minimum Distributions from your retirement accounts
- Deciding on a Long-Term care or catastrophic illness strategy
- Lifestyle and engagement while in retirement