Financial Planning for Retirement
If you plan to retire soon, are considering selling your business, or want to plan prudently for retirement in the future, you may be asking some of the following questions:
Should I buy an annuity?
Should I buy long-term care insurance?
What about inflation?
Will I need or want to work in retirement?
How will I know how much to spend in retirement?
When should I take my pension, deferred compensation, and required distributions?
Should I rollover my company retirement plan to an IRA?
What is the best way to make charitable contributions in retirement?
What estate planning changes should I make to care for my children and grandchildren?
How Timberchase Financial Can Help You Plan for Retirement
Timberchase Financial provides thoughtful and comprehensive retirement planning advice.
As a fee-only firm, we do not accept commissions or income from any outside source. This minimizes conflicts of interest and allows us to create a customized cost-effective and tax-efficient retirement plan for you.
We believe real wealth management is a complete approach to addressing your entire financial life, defined as the sum of investment consulting, advanced planning, and relationship management. If you would like to start a conversation about how our CERTIFIED FINANCIAL PLANNER™ professionals may be able to help with your retirement plan, please contact us.
Further Reading
You may find the following article helpful: