Contact Us Get A Quote About Us Home Page Home Page Solutions for Educators Solutions for School Administrators Teachers Lounge



Retirement Planning ... Contact us for Solutions


Your retirement should be a time to enjoy the rewards of you hard work and savings. But wherever you are in life, retirement takes planning and preparation.

Retirement Stages
  • In Retirement
  • Near retirement (less than 10 years away)
  • Far from retirement (more than 10 years away)

Choose and Organize Your Accounts
  • Do I have the right Retirement Accounts
  • Non-Qualified Accounts
  • Organize Your Accounts
  • Should I Consolidate Accounts

Maximize Your Savings
  • Are my savings going to last throughout my retirement?
  • What is the most I can contribute with tax advantage?
  • How can I save more with all my other finacial obligations?

Manage Your Investments

  • Do I have the right asset allocation?
  • How can I plan my retirement income?
  • Should I convert to a Roth IRA?
  • Should I make changes to my investment plan in today's market?
  • How do I take advantage of my employer's retirement plans?

Define Your Expectations

  • When can I really retire?
  • What do I mean by retirement?
  • I'm retired - now what?
  • How should I handle my parents' and my children's finacial needs?


 Retirement Income and Expenses

  • What should I do if my income and expenses don't match after I retire?
  • How do I plan for health care costs?
  • What ar Required Minimum Distributions?
  • When should I take my Social Security benefit?

Common Retirement Risks

  • I've lost money - now what?
  • Is my tax strategy working for or against me?
  • What if I outlive my savings?
  • Do I have adequate health care?
  • How can I prepare for unexpected events?

Once the emergency fund is in place there are very few reasons to save outside what are commonly known as retirement accounts.

Contact Us Home Page LinkedIn Facebook