Retirement Planning

Lifestyle Review

  • – Retirement Vision
  • – Evaluating Needs, Wants, Wishes

Retirement Income

  • – Coordination of Fixed and Variable Sources of Income
  • – IRA / 401(k) / 403(b)
  • – Annuities
  • – Effects of Longevity
  • – Inflationary Risk

Social Security and Pension Election

  • – Benefit Commencement Decision

Healthcare

  • – Healthcare Spending Accts.
  • – Medicare
  • – Long Term Care