We hope your enjoying your retirement and we’d like to make sure your getting the most of it.
You made it ~ retirement is here! Let’s take a look together to make sure you are enjoying this time as best as you can and are adjusting to your lifestyle well:
Long Term Care
Funding for goals
Although this is the goal that many of us have been waiting for and saving for, there are still questions that need asking: Am I spending too much? How do I stay invested without a big risk of losing money? Do I still need Life insurance? What are my options for taking Social Security? Can I do any gifting? When and how do I handle my Required mandatory distributions?