Income, Spending, and Distributions
Retirement is a time for pursuing your passions and making memories.
We establish a clear picture of your income and expenses, so that you can spend more time doing what you love.
- Creating a savings plan
- Understanding account balances, current expenses, and required minimum distributions
- Social Security
- Tax strategy
Healthcare Coverage and Budgeting
Regardless of what stage of retirement you may currently be in, preparing for healthcare coverage and expenses is a critical part of retirement planning. Let us help you prepare for a healthy, active retirement.
- Assisting with determining Medicare eligibility and enrollment
- Assessing private health plans
- Budgeting for long-term healthcare savings
Planning for Your Priorities
You may have left the workforce, but you don’t have to stop pursuing what’s important to you. With careful planning, a flourishing retirement can also include supporting the people, causes, and dreams that you care about.
- Budgeting for special life events
- Charitable giving and philanthropy
- Reviewing and adjusting estate planning
- Relocating and downsizing