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Maximizing Retirement Income

Here we analyze what you’ve accumulated and determine how to create a high, predictable income throughout retirement.  We will also discuss social security and how you can maximize those benefits.  Your employer plan also has different distribution options, which is the best for you and your beneficiaries? 

Finally, we will look at expenses we know you will incur, such as healthcare and Medicare.  We want to make sure you get help navigating these confusing but necessary programs.

Once we review this, we will then use different calculators to run retirement simulations that will allow us to compare different plan options to maximize your retirement income.

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.
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