Nearing Retirement

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Helping You Balance Your Professional And Personal Life

As the date you worked towards for so long approaches, you may have many unanswered questions. Clarity in your decision is vital as you choose between retirement options such as lump sum, period certain, and 401k rollover. Perhaps you need an experienced voice to help you anticipate what the next phase of your life will look like.

We can help you address these important choices and guide you in answering the following:

  • Can I afford to retire?
  • What should my target date be for retirement?
  • How do I position my 401k during this critical time?
  • How much income can my portfolio generate?
  • Should I take the pension in a lump sum or over my lifetime?
  • Should I take Social Security now or wait?
  • How much will I receive if I take Social Security and continue to work?

The following article, “Reaching Retirement“, provides more information.

For over 15 years we have helped clients answer questions like these, and we can assist you with your personal situation as you plan for retirement. We invite you to call 985.641.0111 or contact us here for a complimentary consultation.