Empty Nesters

  • How can I recreate my current paycheck in retirement?

  • Will I run out of money when I make work optional?

  • Do I need long term care insurance?

  • What is the best way to tap into my IRA’s and Roth IRA’s

  • Should I use the catch-up provision on my 401(k) plan?

  • Is it a good idea to look at doing an in-service distribution?

  • What is the best way to talk to mom and dad about their future plans?

  • How long should I hold on to my current life insurance?

  • Should I look into getting a living trust?

  • Is it best to sell my current home and downsize?

  • What about the idea of getting a reverse mortgage?

  • Should I convert some of my IRA’s to a Roth IRA?

  • When should I start taking my social security?

  • Is it smart for my spouse or partner to wait to take social security?

Are you ready for your FREE No Obligation Consultation . . .

· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances