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Planning for Life After 55

Client Centered

Planning for retirement begins with understanding the financial and retirement goals of our clients. We work with many families during that important time just before retirement. As families near retirement, our financial planning process provides the peace of mind to let clients know when they are financially able to retire.  We also work with many families who are already retired.  

In the past several years, we helped some clients work through important decisions, such as sell their home and use the proceeds to pay cash for their next home in an area with a lower cost of living.  We can create this scenario in a financial plan so our clients can understand the financial impact of this decision and have confidence that these changes will enable them to retire and reach their financial goals.  We also help clients determine the best time for them to start taking Social Security. Once clients have retired, we monitor their financial plan to verify that clients stay on track during their retirement.

We have decades of experience helping people plan for retirement and we are here to help you plan for a rewarding and happy retirement.

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Maximize Fulfillment - Learn More and Plan for Life After 60

<p>The Pre-Retirement Checklist</p>

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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<p>Rightsizing for Retirement</p>

Rightsizing for Retirement

What does your home really cost?
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<p>Eight Mistakes That Can Upend Your Retirement</p>

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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<p>Retirement Traps to Avoid</p>

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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<p>Healthcare Costs in Retirement</p>

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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<p>5 Benefits of Working in Retirement</p>

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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<p>The SECURE Act</p>


This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
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Social Security

Social Security

Social Security is an important element in your retirement planning. It's important to determine the best fit for your unique situation.

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Get more information and plan for your retirement

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