WHAT’S YOUR CURRENT LIFE PHASE?
In this phase of financial planning, you may be…
- No longer working and earning an income
- Traveling more, finding joy in family and friends
- Volunteering, mentoring, or supporting causes you care about
In this phase, understanding the best approaches to drawing income from your assets is crucial. There are important tax consequences to consider. And if you haven’t already done so, it’s time to plan for your legacy. Careful wealth management during this phase of life will help protect your future – and preserve assets for your family’s future as well.
Planning priorities during retirement: How should your resources be allocated – both now and beyond your own lifetime?
Portfolio & Planning
A carefully planned strategy for investing and taking distributions from your portfolio will help ensure your lifestyle is fully funded in retirement. Our wealth advisors will work with you to create a spending and investment plan to help ensure you can continue to live the life you want.
Legacy
Once your retirement funding is secure, gifting to family members and charities can be made with complete peace of mind. We’ll regularly review your legacy planning with you to help ensure that your tax positioning and bequest wishes continue to keep abreast of life changes.
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