Retirement / Financial Independence Learning
Retirement / Financial Independence Phase
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Learn More
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn More
Social Security
Do I Qualify for Social Security Disability Benefits ? Am I eligible for Social Security Benefits if I have been Divorced ? Am I eligible for Social Security Benefits as a Surviving Spouse ? Am I eligible for Social Security Benefits as a Spouse ? Will my Social Security Benefits be Reduced ? What issues should I consider with my Social Security Retirement Benefits ?
Start Journey
Healthcare
What issues should I consider Before I Retire ? If I Retire Early , Should I Buy Health Insurance Through the Marketplace? Will I Be Automatically Enrolled in Medicare ? Will Healthcare Change As I Transition Into Retirement?Am I Eligible for Medicare Part A or Part B ?
Start Journey
Distributions
Should I take my Pension as a Lump Sum ? Can I Delay Distributions From the Traditional IRA Inherited?Will a Distribution from My Roth IRA be Tax & Penalty-Free? Will a Distribution from My Traditional IRA be Tax-Free? Can I Avoid Taking my RMD after Reaching my Required Beginning Date (RBD)?
Start Journey
Charitable Giving
Can I do a Qualified Charitable Distribution from my IRA ? What issues should I consider when Establishing my Charitable Giving Strategy ? Should I use a Donor Advised Fund (DAF) when giving to Public Charities ?
Start Journey
