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Retirees

Living in retirement

 

Years of hard work and persistence have paid off. You’ve reached the next chapter of your journey, the well-deserved freedom of retirement. Now the question becomes how to make your resources last through this new phase of life. As your financial guide, we’ll work with you to craft a withdrawal strategy that makes sense for you. After all, you’ve got a lot of living to do.

 

 

Three considerations

It’s natural to have questions as you plan for retirement. You can take comfort knowing we can help guide your decisions as you contemplate when to start receiving social security, how much you should allocate for healthcare as you age, and how you can leave a legacy that honors your story. Throughout your journey, we’ll be by your side.

Milestones

Honeymoon phase | Pursue your passions and bucket list items

Plan to pursue lifelong goals, like travel and charitable endeavors

 

 

Project healthcare costs and consider Medicare and long-term care options

 

 

Make the most of your income streams, such as Social Security

couple taking photos couple taking photos

Reflection phase | Enjoy memorable moments in time

Update your estate plan and check beneficiaries

 

 

Establish a tax efficient wealth transfer strategy

 

 

Pursue meaningful legacy planning conversations with your family

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Turning point phase | Clear vision of the rest of your life

Review housing options - aging in place versus downsizing

 

 

Create a dynamic, efficient budget for healthcare costs

 

 

Consider other longevity concerns as part of your financial paln

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Discover more for your wealth journey

Plan for your wealth milestones with our financial advisors

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