65+

At age 65, you finally can follow up on your interests and hobbies that you didn’t have time for before. You may be able to spend some of what you’ve set aside – is there a second home in your future?

There’s a lot to do: figure out health care, get your estate plan in order and think about what money will be left for your kids. Then there’s the worry and cost of health care. How can you pursue growth without taking too much risk? Is it possible to offload part of the administrative burden of dealing with your own affairs?

We have an interest in helping you with your transition and assist you in making decisions. Please call or contact us.

Should I regularly update my Will & Trust?

What's the best way to help with college costs for my grandchildren?

When should I access Social Security if I haven’t already?

What are the best vehicles for gifting?

Which accounts do I access first during retirement: my IRA, Roth IRA, or brokerage accounts?

If something happens to my spouse, could I continue my lifestyle?

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Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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