Retirement Planning
Print
PDF

To paraphrase W.B. Yeats (and a recent movie title) retirement is no place for old men. Nowadays, proper retirement planning is a vigorous, ongoing process. It begins before you retire and continues during retirement. We build a plan around your retirement income needs and properly managing the distributions from your nest egg to give you a decent chance that the money will still be there even if you live to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially have to be monitored and changes made to your coverage as your health care needs change and as government policies change.