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Retirement is exciting and daunting at the same time. Here are some typical concerns when planning for retirement.

“I don’t know the tax consequences of taking money from our retirement accounts”

“When do we file for social security?”

“Do we need to downsize to continue our style of living into retirement?”

“How are we going to help pay for the kid’s college and take care of our aging parents while enjoying retirement years?”

“Can I afford to retire?”

“Who is going to make sure we have enough money to be taken care of when we need it most?”

“This whole process is overwhelming. I’m just going to retire and let the whole thing figure itself out.”

You can go it alone and just see where the chips fall or partner with us to de-stress and bring clarity back to what can be a relaxing and enjoyable time of your life.