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Retirement Planning

Retirement Planning

You work hard throughout your career so you can enjoy the next chapter in your life. We have the investment and planning expertise to help you plan for and live out the retirement you've imagined - leaving you free to focus on and enjoy more important things. 

Will I have enough money to retire comfortably?

Together we will take a look at your savings, income sources, and lifestyle goals.  With a clear plan, we can help ensure your retirement feels secure and enjoyable. 

When should I start taking Social Security? 

You can start as early as 62, but waiting a few years can increase your monthly benefit.  The best time depends on your health, income needs, and long-term goals - we'll work through this together when putting together your plan. 

How do I manage healthcare costs in retirement? 

Medicare helps cover many expenses, but it's smart to plan for out-of-pocket costs and possible long-term care.  We'll build those into your retirement strategy so there are no surprises. 

Resources for Retirement Planning

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Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

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The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

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After You Max Out Your 401(k)

Looking to make the max contribution to your 401(k) and then some? Here are some options to save even more for retirement.

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