Community: Considering Retirement and Empty Nesters

You’ve given so much to the world, are you ready for decades of enjoyment ahead?

let us help you protect what you have while preparing for the future.

As you prepare for retirement there is a lot to consider:

  • When will you have enough savings to be able to retire?

  • If you retire before Medicare, at age 65, what are the options for medical insurance?

  • When is the optimal time to begin receiving social security?

  • What will my tax bill be like? Even with required minimum distributions (RMDs)?

  • What is the best way to leave my legacy?

You’ve been making sacrifices to build your finances to this point. Protecting your life’s savings and preparing your finances for retirement is complicated. Team up with us for personalized recommendations about the years ahead.