Video

Switching from retirement saving to retirement income is a big leap. Will you have enough money to last your whole life when you start drawing money from your retirement accounts? How will you plan for your legacy? Don’t make any decision in a vacuum, find a financial advisor with experience and expertise in retirement income planning.

Video (7:21) Jim Mayer, Retirement Income Planning

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Resource whitepapers

RISK

Retirement entails a lot of risk, like potentially outliving your money, or losing money in the market during stock market downturns. Download 12 Retirement Risks here and call us to discuss.

MEDICARE

The As, Bs and Part Ds of Medicare are complex, and premiums are usually deducted from your Social Security. Download our Medicare whitepaper here and call us.

SOCIAL SECURITY

Did you know that Social Security can be taxed, depending on your combined income for the year? Download your copy here of 9 Things You Must Know About Social Security.

EMPOWERING WOMEN

Addressing the specific financial challenges women face in retirement. Download your copy here of Empowering Women in Retirement.

WHAT TO CONSIDER BEFORE RETIRING

Did you know that nearly half of Americans have yet to begin planning for their retirement years? Download 5 Things to Consider Before Retirement here and call us to discuss.

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