Enjoying Retirement - Retirement Strategies

You may live to be 103*, but will your retirement savings last that long? We’ll work with you to build and follow a retirement income strategy to help you preserve your financial security – and avoid having to make tough choices later in life.

This is a good time to do an estate analysis as well. If you want the bulk of your estate to go to your heirs – and not to the federal government – you need to take advantage of strategies that help you minimize estate taxes. With the right strategy, you can control your assets according to your wishes, as well as minimize taxes, reduce administrative costs, and ensure the effective management of your affairs should you become incapacitated.

You may also be interested in developing charitable or family gifting strategies to pass along your wealth.* Based on your individual situation, we can recommend techniques for approaching these challenges.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.
*Source: "Odds of reaching 100 get better," The Gerontology Research Group; January 5, 2012.