Congratulations, you made it to retirement. Many retired people still have nagging questions that they need answered. We are here to help you get those answers and attain the peace of mind you need.
Are you going to run out of money in retirement?
Am I going to run out of money? This is a question that you need answered as quickly as possible. We use the analogy of running out of gas on vacation when thinking about running our of money. It is not when you actually run out of gas, it is when you think you are going to run out of gas, that the fun ceases.
If you and /or your spouse have not taken social security yet, please seek out a consultation on the best time to start. Depending on longevity and cash flow, this seemingly simple decision can result in a difference of thousands of dollars per year for the rest of your life.
What is the best way to diversify your P&G stock? Do you have a large amount of company stock that you are no longer comfortable keeping in a concentrated position? Make sure you understand the tax consequences before you sell. If you are in certain tax brackets, you can sell and re-buy your stock with little to no tax implications.
Can you afford to gift to your children or charities?
Do you still have company stock options that need to be executed? How do these options integrate with the rest of your financial plan?
What is medicare going to cost? and how do I keep from accidentally increasing my cost?
We have been answering these questions and many more for over 20 years and are ready to help you get all of the answers you need. Please feel free to call us at 513-588-8080 to schedule a free introductory meeting, fill out a contact form or select from the times available below.