Where will your retirement money come from? If you’re like most people, your 401k, Social Security, and personal savings and investments are expected to play a role. Through our planning process, we work with clients to define their vision for their remaining decades, determine the resources required to achieve that vision, and help clients get comfortable with the idea of not receiving a steady paycheck. We factor in how Social Security’s solvency, increasing medical costs, and any changes in spending would impact the projected financial sustainability of an individual’s intended path.
The Pre-Retirement Checklist click here