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?
Safeguard Your Digital Estate
Test Your Estate Strategy Knowledge
Long-Term-Care Protection Strategies