Retirement Ready Review

SOCIAL SECURITY REVIEW

HAVE YOU DETERMINED THE OPTIMUM AGE TO BEGIN CLAIMING YOUR SOCIAL SECURITY RETIREMENT BENEFIT AND HOW SPOUSAL AND SURVIVOR BENEFITS MAY IMPACT YOUR CHOICE?

TAX MANAGEMENT

ARE YOU AWARE OF HOW DIFFERENT TYPES OF RETIREMENT INCOME AND ASSETS (SOCIAL SECURITY, PENSIONS, INHERITANCE) ARE TAXED?

RETIREMENT PLANNING

HAVE YOU COMPLETED A COMPREHENSIVE PLAN THAT EVALUATES YOUR ABILITY TO RETIRE AND MEET YOUR EXPENSES WITH YOUR PROJECTED INCOME AND ASSETS?

ESTATE PLAN

WHEN YOU AND YOUR SPOUSE DIE ARE YOU CONFIDENT THAT YOUR REMAINING ASSETS WILL BE DISTRIBUTED WHERE YOU WISH THEM TO GO IN AN EFFICIENT MANNER?

HEALTH INSURANCE AND MEDICAL EXPENSES

ARE YOU AWARE OF THE OPTIONS FOR HEALTH INSURANCE COVERAGE AFTER YOU LEAVE EMPLOYER BASED COVERAGE AND HAVE A PLAN FOR PAYING FOR PREMIUMS AND OTHER MEDICAL EXPENSES.

CASH FLOW & DEBT MANAGEMENT

DO YOU HAVE A PLAN IN PLACE TO ELIMINATE DEBT AND BUILD UP CASH RESERVES FOR EXPECTED AND UNEXPECTED RETIREMENT EXPENSES?

FINALLY, ARE YOU LOOKING FOR ASSISTANCE IN ANSWERING THESE TYPES OF QUESTIONS?

WOULD YOU LIKE ASSISTANCE IN DEVELOPING A RETIREMENT PLAN SPECIFICALLY FOR YOU?

IF SO, PLEASE CALL OR CLICK  TO SET UP AN COMPLIMENTARY, NO OBLIGATION 45 MINUTE REVIEW 

 

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