Introduction to Retirement Series
Imagine the sense of confidence that you could feel when you discover that there is life after Edison. Feel free to watch the full series — one segment at a time, or give us a call and we can develop a plan tailored especially for you.
Think Debt
Develop a plan to minimize all debt prior to your retirement date. How do you work towards becoming debt free?
Think Mortgage
Paying off your mortgage before you begin the retirement transition is always a good idea, but there are a few steps to consider before you do so.
Think Savings
Where should you keep your savings? How much is enough to retire with?
Think Social Security
When should you begin taking Social Security? What should you know before applying? When do my Social Security benefits begin?
Think Budget
A budget analysis is a simple step to help you transition smoothly into retirement and allow you to keep the lifestyle you want.
Think Income
Hands down the most important component of retirement is your retirement paycheck. How will we work together to replace your wages?
Think Taxes
How can your taxes change once you retire?
Think HealthCare
Insurance is simply something we cannot take for granted. What will your retirement insurance benefits look like?
Think Lag Period
What is the "lag period” and how long does it typically last? How can you prepare yourself for this lull in income?
Think Investment Mix
Where will your money be invested? How much will that cost you?
Think Paperwork
Retirement should not mean headaches and mounds of paperwork; it should mean confidence and happiness. What paperwork needs to be completed to initiate your retirement process?
Think Deposits
In the first months of retirement, you will receive various checks for different purposes - your last paycheck, your sick leave, and your rollover check. Let us work to create a disbursement schedule that works for you.
