Retirement Transitioning

 

You've spent years working, and now it's time to think about enjoying your retirement. Now, though, you have a lot of factors to consider.

 

• What vehicle do I roll my qualified retirement plan into?

• How do I make out a retirement budget?

• What are my health care options?

• How does my spouse receive health care?

• Should I use my accumulated retirement funds to pay off outstanding debt?

• How do I replace my income for my spouse when I'm gone?

• Should I set up a trust or is a will enough?

• When do I need a Power of Attorney?

• How do I protect my assets from taxes or Long-Term Care?

 

The list goes on. We can offer professional advice from one of our trained and licensed representatives, as well as refer you to a network of other professionals who can work with you to create a lasting plan that fits you just right.

 

Our contacts include:

 

• Elder law attorneys

• Accountants

• Business experts

• Financial advisors and Certified Financial Planners