Financial Planning & Investment
Advice for the Almost Retired

You've probably never retired before and you don't want to make the mistake of retiring too soon and not having enough money, or too late, and miss out on all the joys of retirement. Follow these 5 steps to create a consistent retirement income.

Your taxes in retirement are one of your top 3 costs, along with your home and your healthcare. You have a lot more control over your taxes in retirement than you might think. Here is our 5-Step game plan to lower your lifetime taxes.

It's tough to figure out whether your pension gives you a better deal with a lump sum payout or monthly annuity income. You've worked hard for your money and deserve to get the most from your pension. That's why we created a 9-Step Pension Decision Process.

When you file for Social Security could make or break you $100s of thousands of dollars. You need to consider your longevity, your taxes, your other investments, and especially your future widow's situation. Before you file for Social Security learn how to make smarter Social Security Decisions.

As you approach 65 the biggest decision you'll make is whether you stick with 'Original Medicare' and find a Medicare Supplement or go into the Part C 'Medicare Advantage' system. Here are 6 tips to help you make that Advantage vs Supplement Medicare decision.