Retirees

CONGRATULATIONS! You made it to retirement!

Now… how do you make your money last?

Retirement brings a different set of financial questions. How much can you comfortably withdraw from your savings? Which accounts should you draw from first? Are your investments still appropriate now that you’re no longer working? How will required minimum distributions affect you? What happens if healthcare or long-term care expenses increase? And can you enjoy your retirement today while still protecting what you want to leave behind for the people and causes that matter to you?

We can help you manage your finances throughout retirement - not just at the moment you retire. We can review your income sources, investments, retirement accounts, insurance coverage and anticipated expenses; help coordinate distributions and required minimum distributions; evaluate strategies for generating reliable retirement income; and help you plan for changing needs over time.

Your retirement plan shouldn’t be something you create once and put on a shelf. We can continue reviewing and adjusting it as your life, priorities and financial circumstances change!