There are several phases to a Retirement Plan.
- Portfolio Management
- Determine your Risk Tolerance
- Determine the current risk of your existing portfolio
- Is it a Hope and a Prayer portfolio?
- Are you working with a Fiduciary or a commission-based Broker?
- Income Planning
- Choose the right Social Security option for you and your spouse. Our experts can help you review all of your many choices and file online for you as well.
- What Pension decision makes the most sense for you and your spouse?
- How to distribute funds from your portfolio:
- Determine you annual distribution rate
- Determine your portfolio direct deposits
- Develop an Income Plan
- Does a Joint Guaranteed Income Stream make sense for the rest of both your lives?
- Estate Planning – Are your Wills, Living Wills, Durable Power of Attorney and Healthcare Power of Attorney documents up to date?
- Is your Trust Updated?
- Long Term Nursing Care Coverage
- Yes or No and understand the consequences of “No.”
- What type of coverage is most popular and not “use it or lose it.”
- Longevity Risk
- What happens if you live too long?
- Income Tax Planning with our CPA.
Learn How To…
— Social Security options
— Calculate how to become a millionaire
— Use Yahoo Finance Chart to determine risk
— Investment performance and other key info
— What exactly is low risk, low volatility1?
— How to not run out of money before your retirement
— How to provide legacy planning and avoid paying unnecessary taxes
Where is the Market going?
Click to view full chart on Yahoo Finance
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