Now that you are retired, your financial and estate planning needs have shifted. For our retired clients, we spend a great deal of time discussing estate planning techniques, such as beneficiary designations on retirement accounts, titling other assets so that it may pass outside of probate, and strategies for spousal income planning. These are just a few of the steps we review with clients. Check below for some other helpful tips. We look forward to sitting down with you soon.
An Inside Look at Retirement Living
Healthcare Costs in Retirement
Avoiding Cognitive Decline
Investment Strategies for Retirement