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RETIREMENT
PLANNING
I have assisted numerous individuals in planning and preparing for the next chapter in their lives.
Saving Strategy
The information includes guidance on the appropriate amount to save, as well as options for where to save, such as SEP, 401(k), Simple IRA, 457 deferred comp, Roth IRA, or Traditional IRA.
Pension or Lump Sum
Advice on the choice to receive a one-time lump sum payment or opt for regular lifetime income payments, providing you with financial security for the long term.
Social Security
When to collect.
Health Care
Medicare, Medicare advantage, supplemental plans and Long term care.
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