Yes! Our team wholeheartedly believes that charitable giving in retirement is possible with the right plan—and with a team of advisors to help you achieve your goals.

Every individual’s needs are different, so there’s no hard-and-fast rule for how much money you should have saved for retirement. A common rule of thumb is to have 10 times your salary saved by the time you are age 67, with benchmarks for each goal during your saving years. 

Yes! Insurance can get much more complicated in retirement, especially since employer-sponsored plans are no longer an option. We’ll help you navigate different types of insurance policies, work together to crunch the numbers, and help you select the insurance that best lines up with your needs. 

It is important to consider when to start benefits since the decision will impact how much you collect from Social Security during your lifetime. Depending on your health and life expectancy you might opt to delay benefits. Obviously, if you are in poor health, starting at an earlier age could make more sense. Making the most of the available benefits is an important part of preparing for your financial future.