5 Keys to a Successful Retirement
Questions we can help answer:
- Have you optimized your social security benefits?
- How should you elect to take your company pension?
- How do you plan on minimizing taxes in retirement?
- How have you accounted for the effects of inflation on your retirement?
- Do you know how much investment risk you are taking now?
- Do you know how much investment risk you need to take in order to have the retirement you want?
- Do you know what rate of return you need in order to retire the way you want?