

Retirees
You’ve spent years preparing, and now the time is here. Retirees have a unique financial position, and it’s easy to find yourself asking questions, such as:
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How much income will I have?
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When should I begin taking out Social Security?
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Do I have enough saved or is there a possibility of running out of money?
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How do I take my income from retirement accounts (401ks, IRAs, etc.) the most tax efficient way?
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How do I structure my companies' pension?
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Should we try and pay off our liabilities before we retire?
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Should we use Original Medicare or Medicare Advantage?
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Where will my money go if something happens to me?
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How do I structure my charitable giving the more tax efficiently?
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Our advisors understand your questions and will work with you to ensure your Golden Years are everything you dreamed of.