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Do you know exactly what your living expenses will be? We can determine this for you.
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Do you or do you not know if you will have enough to live on? How much money do I need? How long will I live for? Not knowing how long you’ll live for and trying to see if you have enough to live on is a difficult subject to contemplate.
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So just what exactly is financial planning?
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Have you considered how taxes will impact your retirement funds?We can show you how to mitigate tax and lessen the tax burden we all face.
Have you considered how Social Security will impact your retirement funds? We can show you how to mitigate tax and lessen the tax burden we all face.
Do you have a pension? Are you a participant in a defined benefit plan? If so, let’s us run for you a comparative analysis of a lump-sum payment vs. a stream of annuity payment show you every possible scenario that best optimizes.
Are you considering a 401K rollover?If not executed correctly, you may end up paying 20% federal tax and worse yet, a 10% early withdrawal penalty. This is one issue that needs to be handled correctly.