Broker Check

Pre-Retirement

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 Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.
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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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