Retirement on your terms starts with a great plan —
You’re saving and planning for your retirement. It is important to take a look at protecting those assets to maximize the positive financial aspects of your retirement.
Do you know your “number” - the amount of retirement savings you will need?
How do you plan to fund your future medical insurance premiums or long term care needs?
How likely do you think it is that taxes will increase over the next 10-20 years? With the current challenges our economy faces most people think it’s inevitable.
How is your current retirement plan taxed? — Will you have enough after taxes are taken out?
Long Term Care Planning —
A key part of any retirement plan must include funding for long term care.
Do you have a plan in place for funding long term care expenses for you and your spouse? —With current costs skyrocketing, how do you plan to pay for that?
What if one partner needs long term care and the cost of that care impoverishes the surviving spouse? — Who will take care of them?
Do you worry about being a financial burden on your family in the event that you haven’t saved enough to fund your long term care expenses? — A long term care policy is essential for those who wish to be proactive in planning for these future expenses.
There are a variety of ways to fund retirement plans and long term care expenses. Let us find the best solution for your needs.