wHEN IS THE rIGHT tIME TO rETIRE?

Retirement has changed from something you retire FROM to something you retire TO.

There is no one Right Time. It’s when you are Ready & Able.

Answer the 4 questions:

  • Do I Have Enough?

  • Have I Had Enough?

  • Will I Have Enough to Do?

  • Does my Spouse/Partner Want Me at Home?

Stethoscope

Social Security, Medicare & Insurance

Do You Need Help Figuring Out Social Security & Medicare? Let’s simplify:

  • When Should I Claim Social Security?

  • Which Medicare Parts do I Receive and Which Should I Elect?

  • Which Supplemental Coverage do I Want?

Through discussion and a few software projections, we can guide you to the correct results.

Ben Franklin's face on Currency

Will I Run Out of Money?

The ABILITY, the WILLINGNESS, and the NEED to take risk are 3 components you need to focus on.

There is too much noise in the market. We address this by cutting through the noise by following rigorous academic research. Avoid stock picking and rely on the Evidence.

Determining your needs and the best way to satisfy them in a tax efficient manner and with the least risk necessary is the best approach.