We understand the unique challenges that come at this time in your life, and we know many of the questions you have when it comes to your five-year timeline.
We help answer questions such as:
- What happens to my employer-provided retirement accounts?
- What will happen to my insurance benefits?
- How do my spouse and I coordinate our retirements together?
- How will our new income affect our taxes?
- When do I apply for Social Security?
- How much income will my portfolio provide in retirement?