Plan for retirement income and spending.
Planning for retirement includes deciding how to use the savings you have built. We help clients consider retirement timing and spending alongside the investment decisions that support those plans.
Retirement decisions we discuss.
As you approach retirement or settle into it, individual decisions can affect the broader plan. We discuss the choices together.
- When you might retire and what you expect to spend each month
- When to begin Social Security
- How to evaluate pension payout choices
- What to consider before moving a workplace retirement balance to an IRA
Compare expected spending with your savings.
A retirement forecast compares expected spending with the assets available to support it. We use it to discuss investment choices and market risk.
Brad wants clients to consider how to use their money during retirement as well as how long it may need to last.
Questions clients ask.
Do you discuss Social Security and pension decisions?
Yes. Social Security timing and pension payout choices are among the retirement questions we discuss with clients.
Should I roll my retirement plan into an IRA?
That decision depends on your circumstances and the choices available through your plan. We can discuss the advantages and disadvantages before you decide.
Discuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch