Here are some questions to consider:

• What is your target retirement date?
• When should you start taking Social Security benefits?
• Have you considered your spending in retirement and your retirement goals?
• Have you addressed longevity risk in your retirement planning?
• How do you plan to manage inflation risk in retirement? Market volatility? Health care costs?
• What is your retirement income strategy?
• Does your retirement income strategy take taxes into account? 
• Will you outlive your money?
• Do you have an estate plan? Is it in order?

We deal with these issues on a daily basis. Please make an appointment to get your pre-retirement strategy on track.

Here are some questions to consider:

• Have your goals or health changed since you retired and have you addressed those changes?
• If you have delayed taking Social Security, when should you start taking benefits?
• How are you managing your spending in retirement and will you be able to meet your retirement goals?
• How have you addressed longevity risk in your retirement planning?
• How are you managing inflation risk in retirement? Market volatility? Health care costs? Long term care possibilities?
  
• Does your retirement income strategy take taxes into account?
• Will you outlive your money?
• How would you like to be remembered by loved ones? Do you have a gifting strategy?
• Do you have an estate plan? Health care directives? Are they in order?

We deal with these issues on a daily basis. Please make an appointment to get your retirement strategy on track.