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It's your retirement, live it!

During your working years you save for retirement. Then you spend your savings to support yourself and your family. As you prepare yourself for this transition and during your retirement years, we can help you to answer these important questions:

  • What is the right amount to contribute to my retirement plan? Are there better places for my savings?
  • Which investment strategies should I be using?
  • Will I have enough savings to retire and maintain my desired standard of living?
  • Which investment accounts are the best places to take my income from each year? Are there other sources to consider?
  • Which Investment accounts are best for me to take money from for significant nonrecurring expenses?
  • Income taxes are reduced by decreasing income or from spending more on deductions. When is paying more in taxes a smarter way to go?
  • Income taxes are a somewhat controllable expense.  Am I paying too much?
  • To maximize the flexibility and longevity of savings, even in down markets, how should I identify and maintain the the proper amount in the various types of accounts including: IRA, ROTH IRA, regular savings accounts, and investment portfolio (after-tax)?  
  • Is having my mortgage paid off important? If so, what is the best way to get there?
  • Each person and couple is different. What is the best way to optimize Social Security?

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