At Calder & Colegrove Investment Group (CCIG), we define pre-retirement as a period within 10 years of the time a client plans to stop working. This is a vital time for planning, in which we focus on retirement income planning, Social Security timing, and for married couples, creating a retirement income plan that survives the death of the first spouse. We've included a few popular resources below to give you some food for thought. We look forward to meeting with you soon.
What Is My Current Net Worth?
Charitable Giving: Smart from the Heart
Test Your Estate Strategy Knowledge
Long-Term-Care Protection Strategies