This is it! You are retired. You are enjoying the golden years and loving every minute of it. But there are still questions and plans to make to ensure you don’t outlive your retirement savings, while enjoying your retirement. Will you work part-time doing something you love to keep yourself busy, volunteer, sit on a board that is dear to you? Again, still more questions.

  • How long do I continue to work? What if I am offered a company buy out? Do I take it?
  • What are my long-term care choices? How do they line up with health insurance?
  • What types of steady income sources do I have? Is that enough and how long will they last?
  • Will social security be there as an income source and when is the right time to take advantage of that?
  • Have I reviewed my Estate Planning documents recently to ensure that no revisions are necessary based on life events?  
  • What will my budget look like in retirement?
  • How do I manage my portfolio for steady growth, but being careful about risk?
  • How do I ensure I won’t run out of money?