Financial Planning and Investing for Retirement
Retirement isn't a finish line, and it certainly isn't the ending point for financial planning.
There are several areas that retirees may overlook in their financial plans:
» Managing investment risk. We call this investing with intention. We don't want to take risks when there isn't a need. Many retirement investment products and strategies take more risk than you may need in search of excess returns.
» Managing financial risks. We can assemble a team of experts or work with your own insurance team to make sure your coverage is appropriate.
» Managing tax exposure. Retirees face several tax opportunities and pitfalls.
» Managing your estate. Are your plans for your affairs current?
Even if you have a plan, it makes sense to consider a second opinion. You would have a second opinion on surgery; making sure your financial health is in order can be just about as critical!