About to Retire

Common questions from those about to retire:

  • How will I manage income in retirement?
  • Will I be able to outlive my investments?
  • How and when do I sign up for Social Security and Medicare benefits?
  • Will I have enough money to travel or pursue other hobbies?
  • Will my taxes change at all?
  • Should I think about getting Long Term Care insurance?
  • What do I need to do with my 401(k)?
  • Are my investments allocated correctly?

Our experienced financial planners can help you answer these questions, and any others you might have.