What type of a return do you need in retirement?
What is sequence of return risk?
What options can I incorporate to protect my nest egg?
Pensions (Pension Maximization)
Social Security
Depreciation of Assets
Will I ever run out of money?
How will my estate be affected by an extended care situation?
What strategies should I use for drawing Social Security?
Planning your party, contemplating whether to continue working or retire, and dusting off your bucket list are important steps when getting ready to retire. However, the most important step is making sure your financial plan aligns with your goals and objectives.
You’re in luck! SMG Financial your hometown Financial Planning Specialists care about you and we understand that Retirement is not a one size fits all. That is why we offer a “Straight Talk on Financial Issues” workshop to empower you with education so you can avoid the retirement traps.