Retirement Questions
- What are my retirement objectives?
- What are my retirement savings options?
- When can I retire? Do I have enough to retire?
- How should I invest my retirement savings?
- When should I claim Social Security benefits?
- How do I navigate health insurance, Medicare and long-term care?
- What sources should I utilize first to cover retirement expenses?
- What are my options if I want to buy a second home, downsize, or relocate to another state?
- What’s the best strategy for exercising corporate stock options or restricted shares?
- What strategies should I consider if I have concentrated stock positions?
- How can I minimize income and estate taxes and maximize my legacy?
- How can I protect my descendants from creditors?
- How can I satisfy my charitable objectives?