Selecting the right time to retire is an important decision. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement. The need to be able to provide for a steady stream of income that cannot be outlived is more important than ever. With the prospect of paying for retirement needs for as many as 20-30 years, retirees need to be concerned with maintaining their cost-of-living.
Clients come to us with many questions: When can they retire? Are they able to afford the things they always dreamed of? How should they handle pensions and IRA's? What about healthcare, Medicare, and long term care insurance? What steps need to be in place so their loved ones will be financially secure? When do they take social security?
We work with each client individually, answering these questions and helping to determine the best plan for a long and meaningful retirement. We understand these decisions are both financial and emotional. There is so much information out there that it can be overwhelming, and we are able to help you plan ahead for the lifestyle you envision.
Our Planners are here to help with retirement planning and assist you in reaching your financial goals. Book a meeting here or give us a call at (336) 723-1220 if you have questions, need more information or are curious about next steps.