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We specialize in retirement income planning and issues related to approaching or being in retirement.  These include:

  • Determining your retirement income needs and how much you need to retire

  • Planning a sustainable withdrawal strategy from your savings, pensions, 401(k) plans, 403(b) plans, IRAs, or annuities

  • Helping you make appropriate choices for rollovers, lump-sum distributions, required minimum distributions, inherited IRAs, and other retirement plan issues

  • Optimizing your investments to maximize income and assets while ensuring that your investments are appropriate and consistent with your individual situation, risk tolerance, time horizon, and goals

  • Budgeting, cash flow, and debt management, including student loan issues for your and/or your children

  • Maximizing your Social Security benefits

  • Minimizing federal and state income taxes through detailed tax planning

  • Understanding and managing Medicare choices and options

  • Planning for long-term care

  • Reviewing your insurance (life, health, property, liability)

  • Estate planning

Schedule a Free Meeting Now

For a free initial consultation, please click the blue button above, email us, or call us at (908) 789-9462