Retirement Planning

Your retirement may be longer than you anticipate. Better healthcare and longer life spans mean you could spend up to one-third of your life enjoying retirement. As a result, your retirement portfolio will need to cover a longer time frame.

Whatever your retirement plans, consulting with us will help you ensure your retirement meets your goals and desires—from initial investments to fine-tuning your finances during retirement.

Read Scott’s articles: Negotiating an Early Retirement Package; Retirement Transition Planning – Should You Take Early Retirement? ; Retirement Transition: Living Your New Life; Preparing for Retirement Challenges; and Spring Clean Your Finances for Retirement Planning Success.

Watch Scott’s other videos: Social Security Options for Surviving Spouses and Incapacity Planning: Important for You and Your Loved Ones