You have multiple financial options heading into this stage of life. Withdrawing from retirement and collecting Social Security are among them. We can help you make the right decisions to ensure your income now and in your later years.
Do you have questions about collecting Social Security? Are you familiar with Required Minimum Distributions (RMD)? How will you ensure that you don’t outlive your money?
Many of our clients at your age are concerned about:
Your Focus Areas on The ROI Group Financial Pyramid
Your income base will soon shift. Money will be coming not from your employer or business, but your retirement accounts and the government. How will this process work?
For yourself and your loved ones, the time is now to revisit your current insurance policies and explore long term care insurance if you haven’t already.
Since your financial goals and considerations are changing, so might the focus of the assets in your brokerage accounts. What makes the most sense for you?
There are many paths you can take and vehicles you can use when seeking to ensure income during retirement.
If you haven’t already started, it’s important to begin planning for your health expenses. Our Licensed Medicare personnel can help you navigate, understand, and enroll in Medicare.
Like with most advanced financial concepts, not many people are familiar with financial risk tolerance. But it’s critical that everyone who wants to invest money understand how risky they are by nature – especially when it comes to finances.
If you’ve ever sat down with a financial planning adviser, life insurance salesman, or business consultant, you’ll know where we’re coming from – and why we launched The ROI Group for individuals, families, and businesses. While we personally know and have worked with many honest, hard-working, talented professionals in each of these business categories, we’ve […]