Nearing Retirement? A Retirement Advisor May Be Right For You

It’s an exciting time when you’re approaching retirement and preparing for the next phase of your life.

But living in retirement comes with a cost and knowing how you’ll afford living comfortably while preserving your savings to last a lifetime is no easy task.

Retirement Advisor Showcase: Jeremy (Milwaukee) 

Three Questions with Jeremy

I’m approaching retirement and haven’t needed a financial advisor to make it this far. Why should I think about hiring a financial advisor now?

Retirement is something you’ve never faced before with a lot of one-time decisions you can never reverse.

When you’re looking for good retirement-focused financial advisors you want to start with the basics.

How can I feel confident I’m choosing a financial advisor who understands I simply want to enjoy a comfortable retirement, not outperform the stock market?

I have a few more years before I plan to retire. Should I wait until closer to my retirement date before hiring a financial advisor?

You should plan for retirement well before your retirement date.

Retirement Advisor Showcase: – Alex (Seattle) –

Three Questions with Alex

Will my taxes be lower when I’m in retirement?

Oftentimes clients are surprised when we project out their retirement income that their tax bracket does not fall significantly in retirement and often increases.

When those close to retirement ask us this question first, we have to determine that retirement is feasible.

How should I invest when I’m nearing retirement?

What is biggest financial surprise to new retirees?

I see recent retirees most surprised by the cost of private health insurance before Medicare and the various out of pockets costs associated with Medicare.