Retirement orientation and planning for community heroes age 50+
You’ve worked hard serving others.
Now it’s time to enjoy the payoff from your life’s work.
Your retirement benefits are unique and your retirement income plan should reflect that. Your questions sound something like:
Are my spouse and I going to be ok?
When should I take my pension?
How does the Social Security Fairness Act affect me?
What retirement risks should I be worried about?
What if something happens to me? My spouse?
Do I/we need a will or a trust?
What do I do if I inherit money?
How can I/we legally lower taxes?
What are my healthcare options?
What about Medicare and IRMAA?
We help our clients with these types of questions every day. Let’s sit down and figure it out together.
Discover why traditional “safety” could be your biggest risk, THE most critical retirement income question and the simple strategy for truly preserving wealth.
Start to make a mindset shift with the Retironomics framework. Don’t miss Rule #5. I really shouldn’t be giving this one away for free — it’s going to save you time, money, and/or stress!
Social Security benefits can turn out to be a MILLION-DOLLAR income stream for an average couple. Don’t throw away money by making these common mistakes!