Retiree Late Career

QUESTIONS ABOUT RETIREMENT? WE HAVE THE ANSWERS!

Retiree/Late Career Professional

Often, clients come to us when they are considering retirement. Or, they may have retired and are working part time to stay involved. They want to know if full retirement is realistic and what that means for their lifestyle. They have a lot of questions:

  1. Will I be able to maintain my lifestyle in retirement?
  2. What are some of the expenses I may not be considering that would impact my way of life?
  3. Will we be able to leave a legacy for our children?
  4. When should I start taking Social Security?
  5. How can I best contribute to my favorite charity?