Pre-Retirees and Retirees

We Serve Pre-Retirees and Retirees

Some of the most critical decisions people make in their lifetime is during their pre- and post-retirement years. These decisions can have life-long consequences, some of which may be time-sensitive and permanent.

Here are a few examples:

When to retire
Semi-retirement
Knowing how much savings are needed to fund a comfortable retirement
Knowing how much to save prior to retirement
Current tax strategies to reduce future taxes
Where to retire
Maximizing retirement savings
When to start collecting Social Security Retirement Benefits
Weighing pension options
Retirement income options
Taxes consequences of various income decisions

How much investment risk should or should not be taken
Roth IRA conversions
Medicare options and choices
Long-term care expenses
Debt management
Reverse mortgages
How to take care of aging parents
Funding grandchildren's advanced education
Estate planning options
Asset protection (insurance) strategies
Estate tax reduction strategies
Wealth transfer strategies
Tax-efficient charitable contributions

If you haven't started a financial plan, it's a good idea to start now. Financial planning helps you make better decisions by considering both quantitative and qualitative factors.

At My Personal Financial Advisor, we want to help you do life better.

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